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 | $37,487 | $169,032-77.8% | $129,207-71.0% | $145,922-74.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.97% | 14330.11%-14317.1pp | 9417.33%-9404.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,181 | $5,537-60.6% | $4,153-47.5% | $4,660-53.2% |
| Participant deferral / active EE | $2,818 | $4,987-43.5% | $4,168-32.4% | $6,688-57.9% |
| Admin fee / account holder | $1,238 | $9,954-87.6% | $7,715-83.9% | $13,397-90.8% |