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 | $21,709 | $73,515-70.5% | $62,995-65.5% | $147,584-85.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 21.09% | 175.43%-154.3pp | 87.57%-66.5pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,723 | $3,320-18.0% | $2,759-1.3% | $4,876-44.2% |
| Participant deferral / active EE | $4,497 | $4,185+7.4% | $3,329+35.1% | $5,439-17.3% |
| Admin fee / account holder | $1,011 | $5,953-83.0% | $3,600-71.9% | $10,885-90.7% |