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 | $31,928 | $107,334-70.3% | $92,893-65.6% | $152,861-79.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.36% | 145.58%-125.2pp | 109.41%-89.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,821 | $4,221-9.5% | $3,653+4.6% | $4,762-19.8% |
| Participant deferral / active EE | $3,821 | $4,845-21.1% | $4,236-9.8% | $5,850-34.7% |
| Admin fee / account holder | $492 | $7,079-93.1% | $5,794-91.5% | $11,596-95.8% |