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 | $35,984 | $109,817-67.2% | $98,442-63.4% | $167,490-78.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.74% | 1956.69%-1940.9pp | 1492.73%-1477.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $3,833 | $3,224+18.9% | $2,960+29.5% | $4,837-20.8% |
| Participant deferral / active EE | $9,564 | $4,673+104.7% | $4,276+123.7% | $6,341+50.8% |
| Admin fee / account holder | $1,478 | $6,753-78.1% | $5,949-75.1% | $12,309-88.0% |