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 4-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 | $74,090 | $102,604-27.8% | $86,188-14.0% | $139,434-46.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.97% | 1922.51%-1906.5pp | 1168.45%-1152.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,756 | $3,032-42.1% | $2,380-26.2% | $4,751-63.0% |
| Participant deferral / active EE | $6,819 | $4,676+45.8% | $3,985+71.1% | $6,710+1.6% |
| Admin fee / account holder | $629 | $8,657-92.7% | $6,852-90.8% | $11,403-94.5% |