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 | $40,503 | $70,756-42.8% | $65,493-38.2% | $142,382-71.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 23.41% | 1754.89%-1731.5pp | 982.45%-959.0pp | 217.08%-193.7pp |
| Employer contribution / active EE | $3,404 | $2,881+18.2% | $2,574+32.2% | $4,299-20.8% |
| Participant deferral / active EE | $7,832 | $4,637+68.9% | $3,961+97.7% | $6,507+20.4% |
| Admin fee / account holder | $2,507 | $6,559-61.8% | $5,028-50.1% | $12,624-80.1% |