See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,685 | $73,515-50.1% | $62,995-41.8% | $147,584-75.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 36.09% | 175.43%-139.3pp | 87.57%-51.5pp | 578.55%-542.5pp |
| Employer contribution / active EE | $3,846 | $3,320+15.8% | $2,759+39.4% | $4,876-21.1% |
| Participant deferral / active EE | $7,236 | $4,185+72.9% | $3,329+117.3% | $5,439+33.0% |
| Admin fee / account holder | $3,449 | $5,953-42.1% | $3,600-4.2% | $10,885-68.3% |