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 | $37,026 | $185,200-80.0% | $142,863-74.1% | $167,490-77.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 15.07% | 8555.70%-8540.6pp | 5637.54%-5622.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,869 | $5,604-48.8% | $4,144-30.8% | $4,837-40.7% |
| Participant deferral / active EE | $6,115 | $4,494+36.1% | $3,837+59.4% | $6,341-3.6% |
| Admin fee / account holder | $1,971 | $8,031-75.5% | $6,560-70.0% | $12,309-84.0% |