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 | $31,074 | $96,305-67.7% | $80,569-61.4% | $139,434-77.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.21% | 1350.08%-1325.9pp | 935.43%-911.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $2,558 | $3,262-21.6% | $2,723-6.1% | $4,751-46.1% |
| Participant deferral / active EE | $4,418 | $5,232-15.6% | $4,447-0.7% | $6,710-34.2% |
| Admin fee / account holder | $473 | $6,599-92.8% | $5,377-91.2% | $11,403-95.9% |