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 | $19,048 | $90,600-79.0% | $79,464-76.0% | $135,375-85.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 4.74% | 977.43%-972.7pp | 718.14%-713.4pp | 519.73%-515.0pp |
| Employer contribution / active EE | $5,900 | $3,068+92.3% | $2,800+110.7% | $4,779+23.5% |
| Participant deferral / active EE | $7,319 | $4,050+80.7% | $3,704+97.6% | $5,609+30.5% |
| Admin fee / account holder | $1,680 | $5,907-71.6% | $5,113-67.2% | $10,827-84.5% |