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 | $30,191 | $106,890-71.8% | $84,015-64.1% | $152,861-80.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.39% | 104.99%-78.6pp | 71.31%-44.9pp | 345.32%-318.9pp |
| Employer contribution / active EE | $5,386 | $2,734+97.0% | $1,983+171.5% | $4,762+13.1% |
| Participant deferral / active EE | $7,171 | $4,011+78.8% | $3,239+121.4% | $5,850+22.6% |
| Admin fee / account holder | $430 | $8,285-94.8% | $6,101-93.0% | $11,596-96.3% |