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 | $29,508 | $109,817-73.1% | $98,442-70.0% | $167,490-82.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.31% | 1956.69%-1945.4pp | 1492.73%-1481.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $8,071 | $3,224+150.3% | $2,960+172.7% | $4,837+66.8% |
| Participant deferral / active EE | $8,323 | $4,673+78.1% | $4,276+94.6% | $6,341+31.3% |
| Admin fee / account holder | $1,220 | $6,753-81.9% | $5,949-79.5% | $12,309-90.1% |