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 | $30,077 | $73,515-59.1% | $62,995-52.3% | $147,584-79.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.39% | 175.43%-158.0pp | 87.57%-70.2pp | 578.55%-561.2pp |
| Employer contribution / active EE | $9,471 | $3,320+185.2% | $2,759+243.3% | $4,876+94.2% |
| Participant deferral / active EE | $1,624 | $4,185-61.2% | $3,329-51.2% | $5,439-70.1% |
| Admin fee / account holder | $857 | $5,953-85.6% | $3,600-76.2% | $10,885-92.1% |