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 5-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 | $21,853 | $70,756-69.1% | $65,493-66.6% | $142,382-84.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.31% | 1754.89%-1732.6pp | 982.45%-960.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $4,227 | $2,881+46.7% | $2,574+64.2% | $4,299-1.7% |
| Participant deferral / active EE | $6,928 | $4,637+49.4% | $3,961+74.9% | $6,507+6.5% |
| Admin fee / account holder | $315 | $6,559-95.2% | $5,028-93.7% | $12,624-97.5% |