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 | $20,373 | $100,852-79.8% | $90,404-77.5% | $158,922-87.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 20.17% | 1724.20%-1704.0pp | 1293.02%-1272.9pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,310 | $3,689-64.5% | $3,262-59.8% | $4,761-72.5% |
| Participant deferral / active EE | $3,437 | $4,348-21.0% | $3,963-13.3% | $5,982-42.5% |
| Admin fee / account holder | $1,223 | $6,501-81.2% | $5,611-78.2% | $11,246-89.1% |