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 | $47,063 | $70,756-33.5% | $65,493-28.1% | $142,382-66.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.43% | 1754.89%-1739.5pp | 982.45%-967.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,755 | $2,881-39.1% | $2,574-31.8% | $4,299-59.2% |
| Participant deferral / active EE | $10,395 | $4,637+124.2% | $3,961+162.4% | $6,507+59.7% |
| Admin fee / account holder | $327 | $6,559-95.0% | $5,028-93.5% | $12,624-97.4% |