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 | $29,442 | $169,032-82.6% | $129,207-77.2% | $145,922-79.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.21% | 14330.11%-14316.9pp | 9417.33%-9404.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,364 | $5,537-57.3% | $4,153-43.1% | $4,660-49.3% |
| Participant deferral / active EE | $5,825 | $4,987+16.8% | $4,168+39.8% | $6,688-12.9% |
| Admin fee / account holder | $1,457 | $9,954-85.4% | $7,715-81.1% | $13,397-89.1% |