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 8-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 | $14,610 | $88,751-83.5% | $81,812-82.1% | $145,922-90.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.10% | 1025.40%-1006.3pp | 773.79%-754.7pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,780 | $3,083-42.3% | $2,912-38.9% | $4,660-61.8% |
| Participant deferral / active EE | $3,515 | $4,643-24.3% | $4,319-18.6% | $6,688-47.4% |
| Admin fee / account holder | $916 | $8,415-89.1% | $7,386-87.6% | $13,397-93.2% |