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 6-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 | $25,338 | $83,902-69.8% | $167,512-84.9% | $84,808-70.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 30.85% | 91.55%-60.7pp | 1615.79%-1584.9pp | 40.90%-10.0pp |
| Employer contribution / active EE | $3,125 | $2,264+38.1% | $3,882-19.5% | $2,631+18.8% |
| Participant deferral / active EE | $5,013 | $4,442+12.8% | $6,405-21.7% | $4,212+19.0% |
| Admin fee / account holder | $1,803 | $7,915-77.2% | $9,769-81.5% | $7,344-75.4% |