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 | $30,945 | $124,185-75.1% | $108,410-71.5% | $167,490-81.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.39% | 1379.64%-1366.3pp | 905.27%-891.9pp | 478.56%-465.2pp |
| Employer contribution / active EE | $4,654 | $4,187+11.2% | $3,558+30.8% | $4,837-3.8% |
| Participant deferral / active EE | $8,860 | $6,908+28.3% | $6,563+35.0% | $6,341+39.7% |
| Admin fee / account holder | $1,984 | $9,455-79.0% | $7,295-72.8% | $12,309-83.9% |