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 | $36,742 | $109,881-66.6% | $150,045-75.5% | $84,808-56.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 119.80% | 28.25%+91.6pp | 62.55%+57.2pp | 40.90%+78.9pp |
| Employer contribution / active EE | $8,454 | $3,561+137.4% | $4,693+80.1% | $2,631+221.3% |
| Participant deferral / active EE | $10,797 | $6,636+62.7% | $7,997+35.0% | $4,212+156.4% |
| Admin fee / account holder | $2,262 | $8,568-73.6% | $13,435-83.2% | $7,344-69.2% |