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 6-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 | $43,574 | $102,604-57.5% | $86,188-49.4% | $139,434-68.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.04% | 1922.51%-1906.5pp | 1168.45%-1152.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $11,081 | $3,032+265.4% | $2,380+365.6% | $4,751+133.2% |
| Participant deferral / active EE | $6,613 | $4,676+41.4% | $3,985+65.9% | $6,710-1.4% |
| Admin fee / account holder | $441 | $8,657-94.9% | $6,852-93.6% | $11,403-96.1% |