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 6-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 | $26,367 | $96,305-72.6% | $80,569-67.3% | $139,434-81.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.50% | 1350.08%-1331.6pp | 935.43%-916.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,147 | $3,262-3.5% | $2,723+15.5% | $4,751-33.8% |
| Participant deferral / active EE | $8,083 | $5,232+54.5% | $4,447+81.7% | $6,710+20.5% |
| Admin fee / account holder | $4,242 | $6,599-35.7% | $5,377-21.1% | $11,403-62.8% |