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 | $28,141 | $76,738-63.3% | $56,411-50.1% | $145,922-80.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 24.93% | 2994.23%-2969.3pp | 1701.33%-1676.4pp | 561.29%-536.4pp |
| Employer contribution / active EE | $3,185 | $1,380+130.8% | $1,039+206.6% | $4,660-31.6% |
| Participant deferral / active EE | $11,705 | $2,623+346.3% | $1,952+499.7% | $6,688+75.0% |
| Admin fee / account holder | $1,524 | $3,334-54.3% | $2,829-46.1% | $13,397-88.6% |