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 | $51,434 | $76,738-33.0% | $56,411-8.8% | $145,922-64.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.55% | 2994.23%-2983.7pp | 1701.33%-1690.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,900 | $1,380+37.7% | $1,039+82.9% | $4,660-59.2% |
| Participant deferral / active EE | $4,250 | $2,623+62.1% | $1,952+117.8% | $6,688-36.4% |
| Admin fee / account holder | $6,453 | $3,334+93.6% | $2,829+128.1% | $13,397-51.8% |