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 | $23,074 | $100,852-77.1% | $90,404-74.5% | $158,922-85.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 16.98% | 1724.20%-1707.2pp | 1293.02%-1276.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $6,084 | $3,689+64.9% | $3,262+86.5% | $4,761+27.8% |
| Participant deferral / active EE | $4,921 | $4,348+13.2% | $3,963+24.2% | $5,982-17.7% |
| Admin fee / account holder | $2,225 | $6,501-65.8% | $5,611-60.3% | $11,246-80.2% |