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 8-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 | $32,907 | $76,738-57.1% | $56,411-41.7% | $145,922-77.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.43% | 2994.23%-2974.8pp | 1701.33%-1681.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,969 | $1,380+42.7% | $1,039+89.6% | $4,660-57.7% |
| Participant deferral / active EE | $5,215 | $2,623+98.8% | $1,952+167.2% | $6,688-22.0% |
| Admin fee / account holder | $354 | $3,334-89.4% | $2,829-87.5% | $13,397-97.4% |