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 5-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 | $12,665 | $96,635-86.9% | $86,612-85.4% | $139,434-90.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.47% | 106.41%-90.9pp | 591.07%-575.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,108 | $3,263-35.4% | $3,022-30.2% | $4,751-55.6% |
| Participant deferral / active EE | $1,398 | $4,836-71.1% | $4,438-68.5% | $6,710-79.2% |
| Admin fee / account holder | $2,644 | $6,408-58.7% | $5,614-52.9% | $11,403-76.8% |