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 | $27,391 | $69,763-60.7% | $67,502-59.4% | $74,495-63.2% |
| Participation rate | 97.7% | 71.4%+26.3pp | 72.9%+24.8pp | 67.2%+30.5pp |
| Annual return | 46.46% | -40.34%+86.8pp | 3512.12%-3465.7pp | 1364.94%-1318.5pp |
| Employer contribution / active EE | $3,909 | $2,704+44.6% | $2,731+43.1% | $2,623+49.0% |
| Participant deferral / active EE | $7,021 | $3,636+93.1% | $4,000+75.5% | $4,346+61.6% |
| Admin fee / account holder | $4,958 | $896+453.5% | $3,998+24.0% | $1,942+155.4% |