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 | $61,666 | $185,200-66.7% | $142,863-56.8% | $167,490-63.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.32% | 8555.70%-8541.4pp | 5637.54%-5623.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $10,556 | $5,604+88.4% | $4,144+154.7% | $4,837+118.2% |
| Participant deferral / active EE | $4,931 | $4,494+9.7% | $3,837+28.5% | $6,341-22.2% |
| Admin fee / account holder | $3,020 | $8,031-62.4% | $6,560-54.0% | $12,309-75.5% |