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 | $40,447 | $96,305-58.0% | $80,569-49.8% | $139,434-71.0% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 31.00% | 1350.08%-1319.1pp | 935.43%-904.4pp | 372.94%-341.9pp |
| Employer contribution / active EE | $5,663 | $3,262+73.6% | $2,723+107.9% | $4,751+19.2% |
| Participant deferral / active EE | $5,970 | $5,232+14.1% | $4,447+34.2% | $6,710-11.0% |
| Admin fee / account holder | $1,231 | $6,599-81.3% | $5,377-77.1% | $11,403-89.2% |