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 3-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 | $34,850 | $88,751-60.7% | $81,812-57.4% | $145,922-76.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.95% | 1025.40%-1015.5pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,645 | $3,083-14.2% | $2,912-9.2% | $4,660-43.2% |
| Participant deferral / active EE | $3,487 | $4,643-24.9% | $4,319-19.3% | $6,688-47.9% |
| Admin fee / account holder | $2,055 | $8,415-75.6% | $7,386-72.2% | $13,397-84.7% |