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 | $3,525 | $74,888-95.3% | $71,209-95.0% | $142,382-97.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.42% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,479 | $2,854-13.2% | $2,721-8.9% | $4,299-42.3% |
| Participant deferral / active EE | $5,465 | $4,454+22.7% | $4,175+30.9% | $6,507-16.0% |
| Admin fee / account holder | $893,342 | $5,568+15943.2% | $5,349+16601.8% | $12,624+6976.7% |