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 | $34,507 | $99,877-65.5% | $84,966-59.4% | $145,922-76.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.30% | 83.76%-60.5pp | 66.38%-43.1pp | 561.29%-538.0pp |
| Employer contribution / active EE | $5,839 | $3,231+80.7% | $2,727+114.1% | $4,660+25.3% |
| Participant deferral / active EE | $10,430 | $5,291+97.1% | $4,519+130.8% | $6,688+56.0% |
| Admin fee / account holder | $1,445 | $7,248-80.1% | $6,149-76.5% | $13,397-89.2% |