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 | $49,787 | $104,974-52.6% | $95,585-47.9% | $142,382-65.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.15% | 210.33%-194.2pp | 38.56%-22.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $13,769 | $2,779+395.5% | $2,527+445.0% | $4,299+220.3% |
| Participant deferral / active EE | $4,983 | $4,352+14.5% | $4,023+23.9% | $6,507-23.4% |
| Admin fee / account holder | $1,266 | $6,386-80.2% | $6,127-79.3% | $12,624-90.0% |