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 | $19,313 | $100,852-80.9% | $90,404-78.6% | $158,922-87.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.74% | 1724.20%-1705.5pp | 1293.02%-1274.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,334 | $3,689-9.6% | $3,262+2.2% | $4,761-30.0% |
| Participant deferral / active EE | $3,672 | $4,348-15.5% | $3,963-7.3% | $5,982-38.6% |
| Admin fee / account holder | $2,683 | $6,501-58.7% | $5,611-52.2% | $11,246-76.1% |