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 | $71,618 | $88,751-19.3% | $81,812-12.5% | $145,922-50.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.74% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,294 | $3,083-25.6% | $2,912-21.2% | $4,660-50.8% |
| Participant deferral / active EE | $3,380 | $4,643-27.2% | $4,319-21.7% | $6,688-49.5% |
| Admin fee / account holder | $10,572 | $8,415+25.6% | $7,386+43.1% | $13,397-21.1% |