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 5-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 | $9,297 | $109,817-91.5% | $98,442-90.6% | $167,490-94.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.77% | 1956.69%-1938.9pp | 1492.73%-1475.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $3,544 | $3,224+9.9% | $2,960+19.7% | $4,837-26.7% |
| Participant deferral / active EE | $4,438 | $4,673-5.0% | $4,276+3.8% | $6,341-30.0% |
| Admin fee / account holder | $3,103 | $6,753-54.0% | $5,949-47.8% | $12,309-74.8% |