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 | $31,094 | $109,817-71.7% | $98,442-68.4% | $167,490-81.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.49% | 1956.69%-1946.2pp | 1492.73%-1482.2pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,469 | $3,224-54.4% | $2,960-50.4% | $4,837-69.6% |
| Participant deferral / active EE | $2,844 | $4,673-39.1% | $4,276-33.5% | $6,341-55.1% |
| Admin fee / account holder | $21,297 | $6,753+215.4% | $5,949+258.0% | $12,309+73.0% |