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 | $29,306 | $88,751-67.0% | $81,812-64.2% | $145,922-79.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.35% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $4,453 | $3,083+44.4% | $2,912+52.9% | $4,660-4.4% |
| Participant deferral / active EE | $15,308 | $4,643+229.7% | $4,319+254.5% | $6,688+128.9% |
| Admin fee / account holder | $7,116 | $8,415-15.4% | $7,386-3.7% | $13,397-46.9% |