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 | $42,899 | $58,927-27.2% | $76,817-44.2% | $72,985-41.2% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 28.06% | 2305.64%-2277.6pp | 1166.11%-1138.0pp | 81.00%-52.9pp |
| Employer contribution / active EE | $3,825 | $1,787+114.1% | $2,302+66.2% | $2,440+56.8% |
| Participant deferral / active EE | $2,241 | $2,690-16.7% | $3,336-32.8% | $3,607-37.9% |
| Admin fee / account holder | $643 | $4,013-84.0% | $6,420-90.0% | $5,124-87.5% |