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 | $28,638 | $185,200-84.5% | $142,863-80.0% | $167,490-82.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 10.50% | 8555.70%-8545.2pp | 5637.54%-5627.0pp | 478.56%-468.1pp |
| Employer contribution / active EE | $4,168 | $5,604-25.6% | $4,144+0.6% | $4,837-13.8% |
| Participant deferral / active EE | $10,130 | $4,494+125.4% | $3,837+164.0% | $6,341+59.7% |
| Admin fee / account holder | $1,124 | $8,031-86.0% | $6,560-82.9% | $12,309-90.9% |