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 | $36,969 | $109,817-66.3% | $98,442-62.4% | $167,490-77.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 27.73% | 1956.69%-1929.0pp | 1492.73%-1465.0pp | 478.56%-450.8pp |
| Employer contribution / active EE | $2,316 | $3,224-28.2% | $2,960-21.8% | $4,837-52.1% |
| Participant deferral / active EE | $6,602 | $4,673+41.3% | $4,276+54.4% | $6,341+4.1% |
| Admin fee / account holder | $652 | $6,753-90.3% | $5,949-89.0% | $12,309-94.7% |