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 | $17,146 | $96,635-82.3% | $86,612-80.2% | $139,434-87.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.08% | 106.41%-92.3pp | 591.07%-577.0pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,614 | $3,263-19.9% | $3,022-13.5% | $4,751-45.0% |
| Participant deferral / active EE | $4,402 | $4,836-9.0% | $4,438-0.8% | $6,710-34.4% |
| Admin fee / account holder | $589 | $6,408-90.8% | $5,614-89.5% | $11,403-94.8% |