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 6-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 | $40,552 | $156,846-74.1% | $121,098-66.5% | $139,434-70.9% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 13.79% | 1474.56%-1460.8pp | 985.75%-972.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,744 | $5,536-50.4% | $4,164-34.1% | $4,751-42.2% |
| Participant deferral / active EE | $3,632 | $4,844-25.0% | $4,080-11.0% | $6,710-45.9% |
| Admin fee / account holder | $521 | $6,946-92.5% | $5,644-90.8% | $11,403-95.4% |