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 | $53,414 | $109,817-51.4% | $98,442-45.7% | $167,490-68.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.66% | 1956.69%-1946.0pp | 1492.73%-1482.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $7,617 | $3,224+136.3% | $2,960+157.4% | $4,837+57.5% |
| Participant deferral / active EE | $13,106 | $4,673+180.4% | $4,276+206.5% | $6,341+106.7% |
| Admin fee / account holder | $1,002 | $6,753-85.2% | $5,949-83.2% | $12,309-91.9% |