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 | $23,881 | $107,934-77.9% | $91,989-74.0% | $152,861-84.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 111.53% | 89.24%+22.3pp | 69.02%+42.5pp | 345.32%-233.8pp |
| Employer contribution / active EE | $3,972 | $4,210-5.6% | $3,452+15.1% | $4,762-16.6% |
| Participant deferral / active EE | $3,602 | $6,364-43.4% | $5,923-39.2% | $5,850-38.4% |
| Admin fee / account holder | $330 | $10,520-96.9% | $7,743-95.7% | $11,596-97.2% |