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 9-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 | $47,694 | $96,305-50.5% | $80,569-40.8% | $139,434-65.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.98% | 1350.08%-1331.1pp | 935.43%-916.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $3,015 | $3,262-7.6% | $2,723+10.7% | $4,751-36.5% |
| Participant deferral / active EE | $5,435 | $5,232+3.9% | $4,447+22.2% | $6,710-19.0% |
| Admin fee / account holder | $1,526 | $6,599-76.9% | $5,377-71.6% | $11,403-86.6% |