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 | $22,216 | $99,652-77.7% | $78,778-71.8% | $147,584-84.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 22.04% | 47.28%-25.2pp | 35.62%-13.6pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,390 | $2,796-50.3% | $1,986-30.0% | $4,876-71.5% |
| Participant deferral / active EE | $4,439 | $3,664+21.2% | $2,958+50.1% | $5,439-18.4% |
| Admin fee / account holder | $510 | $7,155-92.9% | $5,134-90.1% | $10,885-95.3% |