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 | $38,889 | $70,756-45.0% | $65,493-40.6% | $142,382-72.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.34% | 1754.89%-1737.6pp | 982.45%-965.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $9,856 | $2,881+242.1% | $2,574+282.9% | $4,299+129.3% |
| Participant deferral / active EE | $4,728 | $4,637+1.9% | $3,961+19.4% | $6,507-27.3% |
| Admin fee / account holder | $847 | $6,559-87.1% | $5,028-83.2% | $12,624-93.3% |