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 | $24,403 | $107,334-77.3% | $92,893-73.7% | $152,861-84.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.56% | 145.58%-124.0pp | 109.41%-87.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,661 | $4,221-13.3% | $3,653+0.2% | $4,762-23.1% |
| Participant deferral / active EE | $3,302 | $4,845-31.8% | $4,236-22.1% | $5,850-43.6% |
| Admin fee / account holder | $1,286 | $7,079-81.8% | $5,794-77.8% | $11,596-88.9% |