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 | $59,936 | $74,888-20.0% | $71,209-15.8% | $142,382-57.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.99% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,336 | $2,854-18.2% | $2,721-14.2% | $4,299-45.7% |
| Participant deferral / active EE | $10,630 | $4,454+138.6% | $4,175+154.6% | $6,507+63.4% |
| Admin fee / account holder | $700 | $5,568-87.4% | $5,349-86.9% | $12,624-94.5% |