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 | $36,761 | $107,334-65.8% | $92,893-60.4% | $152,861-76.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 30.54% | 145.58%-115.0pp | 109.41%-78.9pp | 345.32%-314.8pp |
| Employer contribution / active EE | $1,692 | $4,221-59.9% | $3,653-53.7% | $4,762-64.5% |
| Participant deferral / active EE | $22,439 | $4,845+363.2% | $4,236+429.7% | $5,850+283.6% |
| Admin fee / account holder | $361 | $7,079-94.9% | $5,794-93.8% | $11,596-96.9% |