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 | $36,400 | $102,604-64.5% | $86,188-57.8% | $139,434-73.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.32% | 1922.51%-1902.2pp | 1168.45%-1148.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,873 | $3,032-5.2% | $2,380+20.7% | $4,751-39.5% |
| Participant deferral / active EE | $5,226 | $4,676+11.8% | $3,985+31.1% | $6,710-22.1% |
| Admin fee / account holder | $1,219 | $8,657-85.9% | $6,852-82.2% | $11,403-89.3% |