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 | $23,656 | $73,515-67.8% | $62,995-62.4% | $147,584-84.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.10% | 175.43%-164.3pp | 87.57%-76.5pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,920 | $3,320-42.2% | $2,759-30.4% | $4,876-60.6% |
| Participant deferral / active EE | $1,920 | $4,185-54.1% | $3,329-42.3% | $5,439-64.7% |
| Admin fee / account holder | $2,336 | $5,953-60.8% | $3,600-35.1% | $10,885-78.5% |