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 | $37,241 | $74,888-50.3% | $71,209-47.7% | $142,382-73.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.46% | 345.14%-326.7pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,440 | $2,854+20.5% | $2,721+26.4% | $4,299-20.0% |
| Participant deferral / active EE | $9,569 | $4,454+114.8% | $4,175+129.2% | $6,507+47.0% |
| Admin fee / account holder | $1,910 | $5,568-65.7% | $5,349-64.3% | $12,624-84.9% |