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 | $34,493 | $109,817-68.6% | $98,442-65.0% | $167,490-79.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.37% | 1956.69%-1945.3pp | 1492.73%-1481.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $4,276 | $3,224+32.6% | $2,960+44.5% | $4,837-11.6% |
| Participant deferral / active EE | $9,709 | $4,673+107.7% | $4,276+127.0% | $6,341+53.1% |
| Admin fee / account holder | $7,372 | $6,753+9.2% | $5,949+23.9% | $12,309-40.1% |