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 9-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 | $50,068 | $176,662-71.7% | $130,648-61.7% | $152,861-67.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 24.11% | 2692.24%-2668.1pp | 1708.96%-1684.9pp | 345.32%-321.2pp |
| Employer contribution / active EE | $4,442 | $5,742-22.6% | $4,092+8.5% | $4,762-6.7% |
| Participant deferral / active EE | $12,035 | $4,361+175.9% | $3,603+234.0% | $5,850+105.7% |
| Admin fee / account holder | $5,044 | $7,133-29.3% | $5,464-7.7% | $11,596-56.5% |