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 9-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 | $48,865 | $109,817-55.5% | $98,442-50.4% | $167,490-70.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.64% | 1956.69%-1941.1pp | 1492.73%-1477.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,053 | $3,224-36.3% | $2,960-30.6% | $4,837-57.6% |
| Participant deferral / active EE | $2,599 | $4,673-44.4% | $4,276-39.2% | $6,341-59.0% |
| Admin fee / account holder | $697 | $6,753-89.7% | $5,949-88.3% | $12,309-94.3% |