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 | $33,088 | $109,817-69.9% | $98,442-66.4% | $167,490-80.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.96% | 1956.69%-1944.7pp | 1492.73%-1480.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,503 | $3,224-53.4% | $2,960-49.2% | $4,837-68.9% |
| Participant deferral / active EE | $6,566 | $4,673+40.5% | $4,276+53.5% | $6,341+3.5% |
| Admin fee / account holder | $1,624 | $6,753-76.0% | $5,949-72.7% | $12,309-86.8% |