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 5-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 | $15,705 | $70,756-77.8% | $65,493-76.0% | $142,382-89.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.03% | 1754.89%-1735.9pp | 982.45%-963.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $7,549 | $2,881+162.1% | $2,574+193.2% | $4,299+75.6% |
| Participant deferral / active EE | $2,200 | $4,637-52.6% | $3,961-44.5% | $6,507-66.2% |
| Admin fee / account holder | $5,417 | $6,559-17.4% | $5,028+7.7% | $12,624-57.1% |