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 | $72,998 | $109,817-33.5% | $98,442-25.8% | $167,490-56.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.60% | 1956.69%-1945.1pp | 1492.73%-1481.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $5,625 | $3,224+74.5% | $2,960+90.0% | $4,837+16.3% |
| Participant deferral / active EE | $5,750 | $4,673+23.0% | $4,276+34.5% | $6,341-9.3% |
| Admin fee / account holder | $633 | $6,753-90.6% | $5,949-89.4% | $12,309-94.9% |