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 | $28,159 | $109,817-74.4% | $98,442-71.4% | $167,490-83.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.79% | 1956.69%-1941.9pp | 1492.73%-1477.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,160 | $3,224-64.0% | $2,960-60.8% | $4,837-76.0% |
| Participant deferral / active EE | $8,397 | $4,673+79.7% | $4,276+96.4% | $6,341+32.4% |
| Admin fee / account holder | $3,118 | $6,753-53.8% | $5,949-47.6% | $12,309-74.7% |