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 | $48,825 | $72,400-32.6% | $67,502-27.7% | $145,922-66.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.32% | 7182.46%-7172.1pp | 3512.12%-3501.8pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,030 | $3,069-1.3% | $2,731+10.9% | $4,660-35.0% |
| Participant deferral / active EE | $8,709 | $4,783+82.1% | $4,000+117.7% | $6,688+30.2% |
| Admin fee / account holder | $922 | $5,539-83.4% | $3,998-76.9% | $13,397-93.1% |