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 | $58,577 | $109,817-46.7% | $98,442-40.5% | $167,490-65.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.04% | 1956.69%-1946.7pp | 1492.73%-1482.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,969 | $3,224-38.9% | $2,960-33.5% | $4,837-59.3% |
| Participant deferral / active EE | $6,339 | $4,673+35.6% | $4,276+48.2% | $6,3410% |
| Admin fee / account holder | $840 | $6,753-87.6% | $5,949-85.9% | $12,309-93.2% |