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 | $11,584 | $100,852-88.5% | $90,404-87.2% | $158,922-92.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 163.58% | 1724.20%-1560.6pp | 1293.02%-1129.4pp | 302.83%-139.2pp |
| Employer contribution / active EE | $2,221 | $3,689-39.8% | $3,262-31.9% | $4,761-53.4% |
| Participant deferral / active EE | $2,584 | $4,348-40.6% | $3,963-34.8% | $5,982-56.8% |
| Admin fee / account holder | $1,202 | $6,501-81.5% | $5,611-78.6% | $11,246-89.3% |