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 | $38,371 | $109,817-65.1% | $98,442-61.0% | $167,490-77.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.22% | 1956.69%-1941.5pp | 1492.73%-1477.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,859 | $3,224+19.7% | $2,960+30.4% | $4,837-20.2% |
| Participant deferral / active EE | $4,768 | $4,673+2.0% | $4,276+11.5% | $6,341-24.8% |
| Admin fee / account holder | $2,045 | $6,753-69.7% | $5,949-65.6% | $12,309-83.4% |