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 | $39,747 | $73,515-45.9% | $62,995-36.9% | $147,584-73.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.42% | 175.43%-164.0pp | 87.57%-76.1pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,385 | $3,320-58.3% | $2,759-49.8% | $4,876-71.6% |
| Participant deferral / active EE | $5,170 | $4,185+23.5% | $3,329+55.3% | $5,439-4.9% |
| Admin fee / account holder | $735 | $5,953-87.6% | $3,600-79.6% | $10,885-93.2% |