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 | $47,766 | $90,397-47.2% | $76,002-37.2% | $145,959-67.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.75% | 621.97%-606.2pp | 360.07%-344.3pp | 561.95%-546.2pp |
| Employer contribution / active EE | $2,440 | $3,317-26.4% | $2,688-9.2% | $4,661-47.6% |
| Participant deferral / active EE | $9,117 | $5,163+76.6% | $4,257+114.2% | $6,689+36.3% |
| Admin fee / account holder | $2,820 | $8,369-66.3% | $6,414-56.0% | $13,398-78.9% |