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 | $63,299 | $109,817-42.4% | $98,442-35.7% | $167,490-62.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.87% | 1956.69%-1943.8pp | 1492.73%-1479.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $3,445 | $3,224+6.9% | $2,960+16.4% | $4,837-28.8% |
| Participant deferral / active EE | $4,075 | $4,673-12.8% | $4,276-4.7% | $6,341-35.7% |
| Admin fee / account holder | $31,180 | $6,753+361.7% | $5,949+424.1% | $12,309+153.3% |