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 | $72,569 | $109,817-33.9% | $98,442-26.3% | $167,490-56.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.63% | 1956.69%-1940.1pp | 1492.73%-1476.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $3,174 | $3,224-1.5% | $2,960+7.3% | $4,837-34.4% |
| Participant deferral / active EE | $3,503 | $4,673-25.0% | $4,276-18.1% | $6,341-44.8% |
| Admin fee / account holder | $4,163 | $6,753-38.4% | $5,949-30.0% | $12,309-66.2% |