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 | $16,804 | $102,966-83.7% | $90,281-81.4% | $152,861-89.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 12.97% | 95.16%-82.2pp | 78.10%-65.1pp | 345.32%-332.4pp |
| Employer contribution / active EE | $3,130 | $3,139-0.3% | $2,854+9.6% | $4,762-34.3% |
| Participant deferral / active EE | $5,190 | $4,281+21.2% | $3,885+33.6% | $5,850-11.3% |
| Admin fee / account holder | $11,045 | $6,171+79.0% | $5,351+106.4% | $11,596-4.8% |