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 8-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 | $49,743 | $107,334-53.7% | $92,893-46.5% | $152,861-67.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.74% | 145.58%-125.8pp | 109.41%-89.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $5,076 | $4,221+20.3% | $3,653+39.0% | $4,762+6.6% |
| Participant deferral / active EE | $11,443 | $4,845+136.2% | $4,236+170.1% | $5,850+95.6% |
| Admin fee / account holder | $610 | $7,079-91.4% | $5,794-89.5% | $11,596-94.7% |