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 | $23,100 | $109,817-79.0% | $98,442-76.5% | $167,490-86.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.75% | 1956.69%-1936.9pp | 1492.73%-1473.0pp | 478.56%-458.8pp |
| Employer contribution / active EE | $3,624 | $3,224+12.4% | $2,960+22.5% | $4,837-25.1% |
| Participant deferral / active EE | $5,893 | $4,673+26.1% | $4,276+37.8% | $6,341-7.1% |
| Admin fee / account holder | $1,207 | $6,753-82.1% | $5,949-79.7% | $12,309-90.2% |