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 | $26,615 | $88,751-70.0% | $81,812-67.5% | $145,922-81.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.51% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $8,901 | $3,083+188.7% | $2,912+205.6% | $4,660+91.0% |
| Participant deferral / active EE | $3,330 | $4,643-28.3% | $4,319-22.9% | $6,688-50.2% |
| Admin fee / account holder | $42,480 | $8,415+404.8% | $7,386+475.1% | $13,397+217.1% |