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 | $31,705 | $109,817-71.1% | $98,442-67.8% | $167,490-81.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.16% | 1956.69%-1939.5pp | 1492.73%-1475.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $4,791 | $3,224+48.6% | $2,960+61.9% | $4,837-1.0% |
| Participant deferral / active EE | $12,147 | $4,673+159.9% | $4,276+184.1% | $6,341+91.6% |
| Admin fee / account holder | $1,346 | $6,753-80.1% | $5,949-77.4% | $12,309-89.1% |