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 7-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 | $36,455 | $114,047-68.0% | $96,139-62.1% | $167,490-78.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.27% | 189.88%-172.6pp | 191.94%-174.7pp | 478.56%-461.3pp |
| Employer contribution / active EE | $3,377 | $3,427-1.5% | $2,797+20.7% | $4,837-30.2% |
| Participant deferral / active EE | $11,045 | $5,194+112.7% | $4,349+154.0% | $6,341+74.2% |
| Admin fee / account holder | $3,361 | $6,897-51.3% | $5,537-39.3% | $12,309-72.7% |