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 | $36,267 | $74,888-51.6% | $71,209-49.1% | $142,382-74.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 30.94% | 345.14%-314.2pp | 282.51%-251.6pp | 217.08%-186.1pp |
| Employer contribution / active EE | $7,279 | $2,854+155.0% | $2,721+167.5% | $4,299+69.3% |
| Participant deferral / active EE | $4,754 | $4,454+6.7% | $4,175+13.9% | $6,507-26.9% |
| Admin fee / account holder | $371 | $5,568-93.3% | $5,349-93.1% | $12,624-97.1% |