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 | $14,614 | $109,817-86.7% | $98,442-85.2% | $167,490-91.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.15% | 1956.69%-1937.5pp | 1492.73%-1473.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $1,303 | $3,224-59.6% | $2,960-56.0% | $4,837-73.1% |
| Participant deferral / active EE | $7,053 | $4,673+50.9% | $4,276+64.9% | $6,341+11.2% |
| Admin fee / account holder | $701 | $6,753-89.6% | $5,949-88.2% | $12,309-94.3% |