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 | $13,405 | $114,047-88.2% | $96,139-86.1% | $167,490-92.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.75% | 189.88%-175.1pp | 191.94%-177.2pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,744 | $3,427-19.9% | $2,797-1.9% | $4,837-43.3% |
| Participant deferral / active EE | $6,576 | $5,194+26.6% | $4,349+51.2% | $6,341+3.7% |
| Admin fee / account holder | $826 | $6,897-88.0% | $5,537-85.1% | $12,309-93.3% |