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 | $51,118 | $109,817-53.5% | $98,442-48.1% | $167,490-69.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 77.18% | 1956.69%-1879.5pp | 1492.73%-1415.5pp | 478.56%-401.4pp |
| Employer contribution / active EE | $3,054 | $3,224-5.3% | $2,960+3.2% | $4,837-36.9% |
| Participant deferral / active EE | $6,108 | $4,673+30.7% | $4,276+42.8% | $6,341-3.7% |
| Admin fee / account holder | $1,961 | $6,753-71.0% | $5,949-67.0% | $12,309-84.1% |