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 | $20,148 | $185,200-89.1% | $142,863-85.9% | $167,490-88.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 9.39% | 8555.70%-8546.3pp | 5637.54%-5628.1pp | 478.56%-469.2pp |
| Employer contribution / active EE | $533 | $5,604-90.5% | $4,144-87.1% | $4,837-89.0% |
| Participant deferral / active EE | $4,500 | $4,494+0.1% | $3,837+17.3% | $6,341-29.0% |
| Admin fee / account holder | $1,226 | $8,031-84.7% | $6,560-81.3% | $12,309-90.0% |