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 | $26,244 | $73,515-64.3% | $62,995-58.3% | $147,584-82.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.90% | 175.43%-162.5pp | 87.57%-74.7pp | 578.55%-565.6pp |
| Employer contribution / active EE | $3,463 | $3,320+4.3% | $2,759+25.5% | $4,876-29.0% |
| Participant deferral / active EE | $6,020 | $4,185+43.8% | $3,329+80.8% | $5,439+10.7% |
| Admin fee / account holder | $2,127 | $5,953-64.3% | $3,600-40.9% | $10,885-80.5% |