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 | $33,388 | $100,852-66.9% | $90,404-63.1% | $158,922-79.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.50% | 1724.20%-1706.7pp | 1293.02%-1275.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $4,283 | $3,689+16.1% | $3,262+31.3% | $4,761-10.0% |
| Participant deferral / active EE | $8,024 | $4,348+84.6% | $3,963+102.5% | $5,982+34.1% |
| Admin fee / account holder | $356 | $6,501-94.5% | $5,611-93.7% | $11,246-96.8% |