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 9-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 | $58,698 | $109,817-46.5% | $98,442-40.4% | $167,490-65.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.09% | 1956.69%-1942.6pp | 1492.73%-1478.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $3,883 | $3,224+20.4% | $2,960+31.2% | $4,837-19.7% |
| Participant deferral / active EE | $6,300 | $4,673+34.8% | $4,276+47.3% | $6,341-0.7% |
| Admin fee / account holder | $10,192 | $6,753+50.9% | $5,949+71.3% | $12,309-17.2% |