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 | $38,455 | $74,888-48.7% | $71,209-46.0% | $142,382-73.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.05% | 345.14%-324.1pp | 282.51%-261.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $4,334 | $2,854+51.8% | $2,721+59.3% | $4,299+0.8% |
| Participant deferral / active EE | $8,368 | $4,454+87.9% | $4,175+100.4% | $6,507+28.6% |
| Admin fee / account holder | $344 | $5,568-93.8% | $5,349-93.6% | $12,624-97.3% |