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 9-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 | $14,444 | $84,695-82.9% | $73,843-80.4% | $125,391-88.5% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.4%+16.6pp | 83.2%+6.8pp |
| Annual return | 1.23% | 3123.53%-3122.3pp | 2267.84%-2266.6pp | 282.22%-281.0pp |
| Employer contribution / active EE | $2,431 | $3,123-22.2% | $2,787-12.8% | $4,866-50.1% |
| Participant deferral / active EE | $2,439 | $3,992-38.9% | $3,583-31.9% | $5,352-54.4% |
| Admin fee / account holder | $1,060 | $5,691-81.4% | $4,880-78.3% | $9,540-88.9% |