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 | $34,596 | $73,515-52.9% | $62,995-45.1% | $147,584-76.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.75% | 175.43%-165.7pp | 87.57%-77.8pp | 578.55%-568.8pp |
| Employer contribution / active EE | $3,438 | $3,320+3.5% | $2,759+24.6% | $4,876-29.5% |
| Participant deferral / active EE | $900 | $4,185-78.5% | $3,329-73.0% | $5,439-83.5% |
| Admin fee / account holder | $436 | $5,953-92.7% | $3,600-87.9% | $10,885-96.0% |