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 6-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 | $25,696 | $60,124-57.3% | $90,404-71.6% | $79,858-67.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 7579.34% | 71.94%+7507.4pp | 1293.02%+6286.3pp | 31.71%+7547.6pp |
| Employer contribution / active EE | $1,250 | $2,068-39.5% | $3,262-61.7% | $2,471-49.4% |
| Participant deferral / active EE | $2,024 | $2,938-31.1% | $3,963-48.9% | $3,740-45.9% |
| Admin fee / account holder | $1,124 | $3,976-71.7% | $5,611-80.0% | $5,306-78.8% |