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 | $28,070 | $102,604-72.6% | $86,188-67.4% | $139,434-79.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.04% | 1922.51%-1900.5pp | 1168.45%-1146.4pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,962 | $3,032-35.3% | $2,380-17.6% | $4,751-58.7% |
| Participant deferral / active EE | $5,324 | $4,676+13.9% | $3,985+33.6% | $6,710-20.7% |
| Admin fee / account holder | $490 | $8,657-94.3% | $6,852-92.8% | $11,403-95.7% |