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 7-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 | $35,601 | $109,817-67.6% | $98,442-63.8% | $167,490-78.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.10% | 1956.69%-1937.6pp | 1492.73%-1473.6pp | 478.56%-459.5pp |
| Employer contribution / active EE | $4,358 | $3,224+35.2% | $2,960+47.2% | $4,837-9.9% |
| Participant deferral / active EE | $8,972 | $4,673+92.0% | $4,276+109.8% | $6,341+41.5% |
| Admin fee / account holder | $2,573 | $6,753-61.9% | $5,949-56.8% | $12,309-79.1% |