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 | $43,803 | $107,334-59.2% | $92,893-52.8% | $152,861-71.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.80% | 145.58%-124.8pp | 109.41%-88.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,360 | $4,221-67.8% | $3,653-62.8% | $4,762-71.4% |
| Participant deferral / active EE | $19,000 | $4,845+292.2% | $4,236+348.5% | $5,850+224.8% |
| Admin fee / account holder | $463 | $7,079-93.5% | $5,794-92.0% | $11,596-96.0% |