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 | $19,556 | $109,817-82.2% | $98,442-80.1% | $167,490-88.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 33.04% | 1956.69%-1923.7pp | 1492.73%-1459.7pp | 478.56%-445.5pp |
| Employer contribution / active EE | $3,370 | $3,224+4.5% | $2,960+13.8% | $4,837-30.3% |
| Participant deferral / active EE | $3,924 | $4,673-16.0% | $4,276-8.2% | $6,341-38.1% |
| Admin fee / account holder | $15,764 | $6,753+133.4% | $5,949+165.0% | $12,309+28.1% |