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 | $12,731 | $109,817-88.4% | $98,442-87.1% | $167,490-92.4% |
| Participation rate | 87.0% | 75.8%+11.1pp | 73.3%+13.6pp | 82.1%+4.9pp |
| Annual return | 13.11% | 1956.69%-1943.6pp | 1492.73%-1479.6pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,246 | $3,224-61.4% | $2,960-57.9% | $4,837-74.2% |
| Participant deferral / active EE | $2,480 | $4,673-46.9% | $4,276-42.0% | $6,341-60.9% |
| Admin fee / account holder | $1,254 | $6,753-81.4% | $5,949-78.9% | $12,309-89.8% |