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 | $78,102 | $156,846-50.2% | $121,098-35.5% | $139,434-44.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.35% | 1474.56%-1453.2pp | 985.75%-964.4pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,367 | $5,536-75.3% | $4,164-67.2% | $4,751-71.2% |
| Participant deferral / active EE | $1,359 | $4,844-71.9% | $4,080-66.7% | $6,710-79.7% |
| Admin fee / account holder | $759 | $6,946-89.1% | $5,644-86.5% | $11,403-93.3% |