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 | $30,448 | $100,852-69.8% | $90,404-66.3% | $158,922-80.8% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 18.80% | 1724.20%-1705.4pp | 1293.02%-1274.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,358 | $3,689-36.1% | $3,262-27.7% | $4,761-50.5% |
| Participant deferral / active EE | $2,463 | $4,348-43.3% | $3,963-37.9% | $5,982-58.8% |
| Admin fee / account holder | $1,349 | $6,501-79.2% | $5,611-76.0% | $11,246-88.0% |