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 7-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 | $18,917 | $169,032-88.8% | $129,207-85.4% | $145,922-87.0% |
| Participation rate | 94.1% | 76.4%+17.7pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | 13.25% | 14330.11%-14316.9pp | 9417.33%-9404.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,012 | $5,537-63.7% | $4,153-51.6% | $4,660-56.8% |
| Participant deferral / active EE | $1,556 | $4,987-68.8% | $4,168-62.7% | $6,688-76.7% |
| Admin fee / account holder | $3,011 | $9,954-69.8% | $7,715-61.0% | $13,397-77.5% |