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 3-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 | $26,959 | $180,749-85.1% | $160,784-83.2% | $137,256-80.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.63% | 2234.46%-2216.8pp | 1803.92%-1786.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,910 | $4,155-5.9% | $3,733+4.7% | $4,156-5.9% |
| Participant deferral / active EE | $8,872 | $6,844+29.6% | $6,293+41.0% | $6,407+38.5% |
| Admin fee / account holder | $386 | $10,397-96.3% | $9,717-96.0% | $12,270-96.9% |