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 3-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 | $55,188 | $70,756-22.0% | $65,493-15.7% | $142,382-61.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 608.86% | 1754.89%-1146.0pp | 982.45%-373.6pp | 217.08%+391.8pp |
| Employer contribution / active EE | $2,936 | $2,881+1.9% | $2,574+14.1% | $4,299-31.7% |
| Participant deferral / active EE | $4,387 | $4,637-5.4% | $3,961+10.8% | $6,507-32.6% |
| Admin fee / account holder | $356 | $6,559-94.6% | $5,028-92.9% | $12,624-97.2% |