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 | $31,504 | $100,852-68.8% | $90,404-65.2% | $158,922-80.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.53% | 1724.20%-1713.7pp | 1293.02%-1282.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $5,334 | $3,689+44.6% | $3,262+63.5% | $4,761+12.0% |
| Participant deferral / active EE | $2,872 | $4,348-34.0% | $3,963-27.5% | $5,982-52.0% |
| Admin fee / account holder | $303 | $6,501-95.3% | $5,611-94.6% | $11,246-97.3% |