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 | $70,622 | $104,486-32.4% | $76,817-8.1% | $152,861-53.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 12.41% | 1013.37%-1001.0pp | 1166.11%-1153.7pp | 345.32%-332.9pp |
| Employer contribution / active EE | $2,222 | $3,116-28.7% | $2,302-3.5% | $4,762-53.3% |
| Participant deferral / active EE | $4,038 | $4,236-4.7% | $3,336+21.1% | $5,850-31.0% |
| Admin fee / account holder | $129,028 | $12,275+951.1% | $6,420+1909.8% | $11,596+1012.7% |