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 4-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 | $49,627 | $99,877-50.3% | $84,966-41.6% | $145,922-66.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 647.98% | 83.76%+564.2pp | 66.38%+581.6pp | 561.29%+86.7pp |
| Employer contribution / active EE | $1,677 | $3,231-48.1% | $2,727-38.5% | $4,660-64.0% |
| Participant deferral / active EE | $7,842 | $5,291+48.2% | $4,519+73.5% | $6,688+17.3% |
| Admin fee / account holder | $948 | $7,248-86.9% | $6,149-84.6% | $13,397-92.9% |