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 8-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 | $129,617 | $185,200-30.0% | $142,863-9.3% | $167,490-22.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 17.49% | 8555.70%-8538.2pp | 5637.54%-5620.1pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,417 | $5,604-56.9% | $4,144-41.7% | $4,837-50.0% |
| Participant deferral / active EE | $7,802 | $4,494+73.6% | $3,837+103.3% | $6,341+23.0% |
| Admin fee / account holder | $8,055 | $8,031+0.3% | $6,560+22.8% | $12,309-34.6% |