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 | $16,441 | $76,785-78.6% | $56,441-70.9% | $145,959-88.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.92% | 3000.51%-2991.6pp | 1704.21%-1695.3pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,614 | $1,381+16.9% | $1,039+55.3% | $4,661-65.4% |
| Participant deferral / active EE | $2,357 | $2,624-10.2% | $1,953+20.7% | $6,689-64.8% |
| Admin fee / account holder | $1,266 | $3,334-62.0% | $2,829-55.2% | $13,398-90.5% |