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 | $40,334 | $88,751-54.6% | $81,812-50.7% | $145,922-72.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.36% | 1025.40%-1010.0pp | 773.79%-758.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,429 | $3,083-21.2% | $2,912-16.6% | $4,660-47.9% |
| Participant deferral / active EE | $12,147 | $4,643+161.6% | $4,319+181.3% | $6,688+81.6% |
| Admin fee / account holder | $1,000 | $8,415-88.1% | $7,386-86.5% | $13,397-92.5% |