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 | $66,338 | $109,817-39.6% | $98,442-32.6% | $167,490-60.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.03% | 1956.69%-1943.7pp | 1492.73%-1479.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $4,234 | $3,224+31.3% | $2,960+43.0% | $4,837-12.5% |
| Participant deferral / active EE | $2,673 | $4,673-42.8% | $4,276-37.5% | $6,341-57.8% |
| Admin fee / account holder | $779 | $6,753-88.5% | $5,949-86.9% | $12,309-93.7% |