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 | $35,077 | $109,817-68.1% | $98,442-64.4% | $167,490-79.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.69% | 1956.69%-1946.0pp | 1492.73%-1482.0pp | 478.56%-467.9pp |
| Employer contribution / active EE | $951 | $3,224-70.5% | $2,960-67.9% | $4,837-80.4% |
| Participant deferral / active EE | $6,055 | $4,673+29.6% | $4,276+41.6% | $6,341-4.5% |
| Admin fee / account holder | $837 | $6,753-87.6% | $5,949-85.9% | $12,309-93.2% |