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 | $32,179 | $88,751-63.7% | $81,812-60.7% | $145,922-77.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.90% | 1025.40%-1006.5pp | 773.79%-754.9pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,919 | $3,083-5.3% | $2,912+0.2% | $4,660-37.4% |
| Participant deferral / active EE | $5,227 | $4,643+12.6% | $4,319+21.0% | $6,688-21.8% |
| Admin fee / account holder | $1,583 | $8,415-81.2% | $7,386-78.6% | $13,397-88.2% |