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 | $27,440 | $102,966-73.4% | $90,281-69.6% | $152,861-82.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.47% | 95.16%-76.7pp | 78.10%-59.6pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,881 | $3,139-40.1% | $2,854-34.1% | $4,762-60.5% |
| Participant deferral / active EE | $2,145 | $4,281-49.9% | $3,885-44.8% | $5,850-63.3% |
| Admin fee / account holder | $1,239 | $6,171-79.9% | $5,351-76.9% | $11,596-89.3% |