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 | $44,208 | $70,756-37.5% | $65,493-32.5% | $142,382-69.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.25% | 1754.89%-1734.6pp | 982.45%-962.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $5,420 | $2,881+88.2% | $2,574+110.5% | $4,299+26.1% |
| Participant deferral / active EE | $9,275 | $4,637+100.0% | $3,961+134.2% | $6,507+42.5% |
| Admin fee / account holder | $2,899 | $6,559-55.8% | $5,028-42.3% | $12,624-77.0% |