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 | $44,272 | $88,751-50.1% | $81,812-45.9% | $145,922-69.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.76% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,708 | $3,083+20.3% | $2,912+27.3% | $4,660-20.4% |
| Participant deferral / active EE | $6,044 | $4,643+30.2% | $4,319+39.9% | $6,688-9.6% |
| Admin fee / account holder | $559 | $8,415-93.4% | $7,386-92.4% | $13,397-95.8% |