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 | $38,569 | $70,756-45.5% | $65,493-41.1% | $142,382-72.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.17% | 1754.89%-1732.7pp | 982.45%-960.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,681 | $2,881+27.8% | $2,574+43.0% | $4,299-14.4% |
| Participant deferral / active EE | $4,170 | $4,637-10.1% | $3,961+5.3% | $6,507-35.9% |
| Admin fee / account holder | $336 | $6,559-94.9% | $5,028-93.3% | $12,624-97.3% |