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 | $12,349 | $109,817-88.8% | $98,442-87.5% | $167,490-92.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.26% | 1956.69%-1946.4pp | 1492.73%-1482.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,476 | $3,224-54.2% | $2,960-50.1% | $4,837-69.5% |
| Participant deferral / active EE | $1,343 | $4,673-71.3% | $4,276-68.6% | $6,341-78.8% |
| Admin fee / account holder | $6,972 | $6,753+3.2% | $5,949+17.2% | $12,309-43.4% |