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 8-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 | $30,703 | $100,852-69.6% | $90,404-66.0% | $158,922-80.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 23.45% | 1724.20%-1700.8pp | 1293.02%-1269.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $3,621 | $3,689-1.8% | $3,262+11.0% | $4,761-24.0% |
| Participant deferral / active EE | $6,600 | $4,348+51.8% | $3,963+66.5% | $5,982+10.3% |
| Admin fee / account holder | $315 | $6,501-95.2% | $5,611-94.4% | $11,246-97.2% |