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 | $26,209 | $48,046-45.5% | $84,611-69.0% | $72,985-64.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 306.83% | 37.38%+269.4pp | 258.74%+48.1pp | 81.00%+225.8pp |
| Employer contribution / active EE | $1,636 | $1,602+2.2% | $2,652-38.3% | $2,440-32.9% |
| Participant deferral / active EE | $3,391 | $2,680+26.5% | $3,899-13.0% | $3,607-6.0% |
| Admin fee / account holder | $1,053 | $3,395-69.0% | $4,912-78.6% | $5,124-79.5% |