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 6-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 | $55,707 | $101,317-45.0% | $146,958-62.1% | $74,495-25.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.50% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,371 | $3,810-11.5% | $4,933-31.7% | $2,623+28.5% |
| Participant deferral / active EE | $7,209 | $7,303-1.3% | $8,070-10.7% | $4,346+65.9% |
| Admin fee / account holder | $3,672 | $1,739+111.2% | $12,998-71.8% | $1,942+89.1% |