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 3-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 | $37,953 | $88,751-57.2% | $81,812-53.6% | $145,922-74.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.92% | 1025.40%-1009.5pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,494 | $3,083-19.1% | $2,912-14.4% | $4,660-46.5% |
| Participant deferral / active EE | $10,343 | $4,643+122.8% | $4,319+139.5% | $6,688+54.7% |
| Admin fee / account holder | $3,628 | $8,415-56.9% | $7,386-50.9% | $13,397-72.9% |