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 | $22,165 | $110,809-80.0% | $86,874-74.5% | $167,490-86.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 9.91% | 116.98%-107.1pp | 63.52%-53.6pp | 478.56%-468.6pp |
| Employer contribution / active EE | $10,269 | $3,244+216.6% | $2,495+311.5% | $4,837+112.3% |
| Participant deferral / active EE | $4,292 | $4,546-5.6% | $3,699+16.0% | $6,341-32.3% |
| Admin fee / account holder | $538 | $8,415-93.6% | $5,828-90.8% | $12,309-95.6% |