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 | $72,413 | $99,877-27.5% | $84,966-14.8% | $145,922-50.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 202.75% | 83.76%+119.0pp | 66.38%+136.4pp | 561.29%-358.5pp |
| Employer contribution / active EE | $2,041 | $3,231-36.9% | $2,727-25.2% | $4,660-56.2% |
| Participant deferral / active EE | $8,990 | $5,291+69.9% | $4,519+98.9% | $6,688+34.4% |
| Admin fee / account holder | $493 | $7,248-93.2% | $6,149-92.0% | $13,397-96.3% |