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 10-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 | $16,936 | $51,576-67.2% | $129,207-86.9% | $80,856-79.1% |
| Participation rate | 95.6% | 57.0%+38.6pp | 69.6%+25.9pp | 67.6%+27.9pp |
| Annual return | 71.28% | 20.81%+50.5pp | 9417.33%-9346.0pp | 35.59%+35.7pp |
| Employer contribution / active EE | $1,754 | $1,584+10.7% | $4,153-57.8% | $2,755-36.3% |
| Participant deferral / active EE | $1,763 | $2,669-33.9% | $4,168-57.7% | $4,296-59.0% |
| Admin fee / account holder | $803 | $4,305-81.3% | $7,715-89.6% | $6,918-88.4% |