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 10-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 | $78,989 | $109,817-28.1% | $98,442-19.8% | $167,490-52.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 30.10% | 1956.69%-1926.6pp | 1492.73%-1462.6pp | 478.56%-448.5pp |
| Employer contribution / active EE | $1,693 | $3,224-47.5% | $2,960-42.8% | $4,837-65.0% |
| Participant deferral / active EE | $4,369 | $4,673-6.5% | $4,276+2.2% | $6,341-31.1% |
| Admin fee / account holder | $39,966 | $6,753+491.8% | $5,949+571.8% | $12,309+224.7% |