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 | $61,392 | $169,032-63.7% | $129,207-52.5% | $145,922-57.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.31% | 14330.11%-14320.8pp | 9417.33%-9408.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,752 | $5,537-50.3% | $4,153-33.7% | $4,660-40.9% |
| Participant deferral / active EE | $8,213 | $4,987+64.7% | $4,168+97.1% | $6,688+22.8% |
| Admin fee / account holder | $575 | $9,954-94.2% | $7,715-92.5% | $13,397-95.7% |