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 4-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 | $40,306 | $106,515-62.2% | $96,683-58.3% | $139,434-71.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 123.02% | 38.43%+84.6pp | 35.69%+87.3pp | 372.94%-249.9pp |
| Employer contribution / active EE | $3,098 | $4,103-24.5% | $3,737-17.1% | $4,751-34.8% |
| Participant deferral / active EE | $7,457 | $5,454+36.7% | $4,878+52.9% | $6,710+11.1% |
| Admin fee / account holder | $749 | $7,877-90.5% | $6,730-88.9% | $11,403-93.4% |