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 | $26,076 | $226,064-88.5% | $182,532-85.7% | $152,861-82.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 16.44% | 192.51%-176.1pp | 148.54%-132.1pp | 345.32%-328.9pp |
| Employer contribution / active EE | $6,053 | $4,978+21.6% | $4,076+48.5% | $4,762+27.1% |
| Participant deferral / active EE | $11,955 | $6,368+87.7% | $5,524+116.4% | $5,850+104.4% |
| Admin fee / account holder | $7,839 | $10,703-26.8% | $8,592-8.8% | $11,596-32.4% |