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 9-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 | $75,668 | $109,817-31.1% | $98,442-23.1% | $167,490-54.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 31.62% | 1956.69%-1925.1pp | 1492.73%-1461.1pp | 478.56%-446.9pp |
| Employer contribution / active EE | $1,928 | $3,224-40.2% | $2,960-34.9% | $4,837-60.1% |
| Participant deferral / active EE | $7,401 | $4,673+58.4% | $4,276+73.1% | $6,341+16.7% |
| Admin fee / account holder | $2,179 | $6,753-67.7% | $5,949-63.4% | $12,309-82.3% |