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 7-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 | $13,037 | $99,640-86.9% | $86,436-84.9% | $134,475-90.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 15.60% | 6782.58%-6767.0pp | 4394.89%-4379.3pp | 417.96%-402.4pp |
| Employer contribution / active EE | $6,953 | $4,400+58.0% | $3,769+84.5% | $4,740+46.7% |
| Participant deferral / active EE | $16,235 | $7,246+124.1% | $6,952+133.5% | $6,400+153.7% |
| Admin fee / account holder | $3,904 | $8,371-53.4% | $6,731-42.0% | $11,426-65.8% |