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 | $11,090 | $88,710-87.5% | $81,783-86.4% | $145,959-92.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.49% | 1027.26%-1001.8pp | 775.05%-749.6pp | 561.95%-536.5pp |
| Employer contribution / active EE | $3,441 | $3,083+11.6% | $2,913+18.1% | $4,661-26.2% |
| Participant deferral / active EE | $30,500 | $4,645+556.6% | $4,320+606.0% | $6,689+356.0% |
| Admin fee / account holder | $830,310 | $8,407+9776.1% | $7,380+11150.9% | $13,398+6097.3% |