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 | $72,202 | $185,200-61.0% | $142,863-49.5% | $167,490-56.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 20.94% | 8555.70%-8534.8pp | 5637.54%-5616.6pp | 478.56%-457.6pp |
| Employer contribution / active EE | $417 | $5,604-92.6% | $4,144-89.9% | $4,837-91.4% |
| Participant deferral / active EE | $10,000 | $4,494+122.5% | $3,837+160.6% | $6,341+57.7% |
| Admin fee / account holder | $2,038 | $8,031-74.6% | $6,560-68.9% | $12,309-83.4% |