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 5-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 | $30,729 | $81,625-62.4% | $58,482-47.5% | $139,434-78.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 27.35% | 7404.20%-7376.8pp | 4239.32%-4212.0pp | 372.94%-345.6pp |
| Employer contribution / active EE | $8,187 | $1,398+485.5% | $1,053+677.2% | $4,751+72.3% |
| Participant deferral / active EE | $5,509 | $2,557+115.5% | $1,924+186.3% | $6,710-17.9% |
| Admin fee / account holder | $2,617 | $3,265-19.8% | $2,516+4.0% | $11,403-77.0% |