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 9-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 | $38,564 | $109,817-64.9% | $98,442-60.8% | $167,490-77.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.49% | 1956.69%-1943.2pp | 1492.73%-1479.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,433 | $3,224-55.5% | $2,960-51.6% | $4,837-70.4% |
| Participant deferral / active EE | $4,527 | $4,673-3.1% | $4,276+5.9% | $6,341-28.6% |
| Admin fee / account holder | $7,726 | $6,753+14.4% | $5,949+29.9% | $12,309-37.2% |