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 | $16,771 | $100,852-83.4% | $90,404-81.4% | $158,922-89.4% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 19.87% | 1724.20%-1704.3pp | 1293.02%-1273.1pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,350 | $3,689-36.3% | $3,262-28.0% | $4,761-50.6% |
| Participant deferral / active EE | $7,570 | $4,348+74.1% | $3,963+91.0% | $5,982+26.5% |
| Admin fee / account holder | $1,529 | $6,501-76.5% | $5,611-72.8% | $11,246-86.4% |