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 10-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 | $69,397 | $185,200-62.5% | $142,863-51.4% | $167,490-58.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 30.72% | 8555.70%-8525.0pp | 5637.54%-5606.8pp | 478.56%-447.8pp |
| Employer contribution / active EE | $1,453 | $5,604-74.1% | $4,144-64.9% | $4,837-70.0% |
| Participant deferral / active EE | $4,234 | $4,494-5.8% | $3,837+10.4% | $6,341-33.2% |
| Admin fee / account holder | $471 | $8,031-94.1% | $6,560-92.8% | $12,309-96.2% |