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 | $28,624 | $169,032-83.1% | $129,207-77.8% | $145,922-80.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.90% | 14330.11%-14315.2pp | 9417.33%-9402.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,794 | $5,537-67.6% | $4,153-56.8% | $4,660-61.5% |
| Participant deferral / active EE | $12,043 | $4,987+141.5% | $4,168+189.0% | $6,688+80.1% |
| Admin fee / account holder | $321 | $9,954-96.8% | $7,715-95.8% | $13,397-97.6% |