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 | $24,517 | $58,694-58.2% | $142,863-82.8% | $85,850-71.4% |
| Participation rate | 87.7% | 58.5%+29.2pp | 71.9%+15.8pp | 69.3%+18.4pp |
| Annual return | 76.53% | 27.72%+48.8pp | 5637.54%-5561.0pp | 318.53%-242.0pp |
| Employer contribution / active EE | $1,370 | $1,423-3.7% | $4,144-66.9% | $2,565-46.6% |
| Participant deferral / active EE | $2,734 | $2,607+4.8% | $3,837-28.8% | $3,952-30.8% |
| Admin fee / account holder | $580 | $4,239-86.3% | $6,560-91.2% | $6,260-90.7% |