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 | $56,468 | $109,817-48.6% | $98,442-42.6% | $167,490-66.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.42% | 1956.69%-1943.3pp | 1492.73%-1479.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $4,943 | $3,224+53.3% | $2,960+67.0% | $4,837+2.2% |
| Participant deferral / active EE | $15,359 | $4,673+228.7% | $4,276+259.2% | $6,341+142.2% |
| Admin fee / account holder | $389 | $6,753-94.2% | $5,949-93.5% | $12,309-96.8% |