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 | $23,706 | $99,020-76.1% | $86,590-72.6% | $147,584-83.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4506.78% | 1312.34%+3194.4pp | 964.84%+3541.9pp | 578.55%+3928.2pp |
| Employer contribution / active EE | $3,130 | $3,132-0.1% | $2,839+10.2% | $4,876-35.8% |
| Participant deferral / active EE | $2,733 | $3,972-31.2% | $3,609-24.3% | $5,439-49.7% |
| Admin fee / account holder | $8,645 | $5,710+51.4% | $4,906+76.2% | $10,885-20.6% |