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 7-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 | $19,082 | $88,751-78.5% | $81,812-76.7% | $145,922-86.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.18% | 1025.40%-1009.2pp | 773.79%-757.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,841 | $3,083-40.3% | $2,912-36.8% | $4,660-60.5% |
| Participant deferral / active EE | $5,787 | $4,643+24.6% | $4,319+34.0% | $6,688-13.5% |
| Admin fee / account holder | $9,549 | $8,415+13.5% | $7,386+29.3% | $13,397-28.7% |