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 6-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 | $30,428 | $102,604-70.3% | $86,188-64.7% | $139,434-78.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 18.42% | 1922.51%-1904.1pp | 1168.45%-1150.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,689 | $3,032-44.3% | $2,380-29.0% | $4,751-64.4% |
| Participant deferral / active EE | $5,531 | $4,676+18.3% | $3,985+38.8% | $6,710-17.6% |
| Admin fee / account holder | $392 | $8,657-95.5% | $6,852-94.3% | $11,403-96.6% |