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 | $19,788 | $109,817-82.0% | $98,442-79.9% | $167,490-88.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.74% | 1956.69%-1934.0pp | 1492.73%-1470.0pp | 478.56%-455.8pp |
| Employer contribution / active EE | $2,667 | $3,224-17.3% | $2,960-9.9% | $4,837-44.9% |
| Participant deferral / active EE | $13,000 | $4,673+178.2% | $4,276+204.0% | $6,341+105.0% |
| Admin fee / account holder | $817 | $6,753-87.9% | $5,949-86.3% | $12,309-93.4% |