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 7-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 | $33,311 | $169,032-80.3% | $129,207-74.2% | $145,922-77.2% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 20.93% | 14330.11%-14309.2pp | 9417.33%-9396.4pp | 561.29%-540.4pp |
| Employer contribution / active EE | $2,187 | $5,537-60.5% | $4,153-47.3% | $4,660-53.1% |
| Participant deferral / active EE | $2,332 | $4,987-53.3% | $4,168-44.1% | $6,688-65.1% |
| Admin fee / account holder | $1,166 | $9,954-88.3% | $7,715-84.9% | $13,397-91.3% |