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 | $14,238 | $29,660-52.0% | $56,411-74.8% | $80,856-82.4% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 14.50% | 35.23%-20.7pp | 1701.33%-1686.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,898 | $669+333.0% | $1,039+179.0% | $2,755+5.2% |
| Participant deferral / active EE | $2,785 | $1,226+127.2% | $1,952+42.7% | $4,296-35.2% |
| Admin fee / account holder | $1,521 | $2,428-37.3% | $2,829-46.2% | $6,918-78.0% |