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 | $19,893 | $107,334-81.5% | $92,893-78.6% | $152,861-87.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.10% | 145.58%-128.5pp | 109.41%-92.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $5,749 | $4,221+36.2% | $3,653+57.4% | $4,762+20.7% |
| Participant deferral / active EE | $2,972 | $4,845-38.6% | $4,236-29.8% | $5,850-49.2% |
| Admin fee / account holder | $1,756 | $7,079-75.2% | $5,794-69.7% | $11,596-84.9% |