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 | $24,709 | $180,749-86.3% | $160,784-84.6% | $137,256-82.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.21% | 2234.46%-2216.3pp | 1803.92%-1785.7pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,748 | $4,155-33.9% | $3,733-26.4% | $4,156-33.9% |
| Participant deferral / active EE | $3,955 | $6,844-42.2% | $6,293-37.1% | $6,407-38.3% |
| Admin fee / account holder | $4,046 | $10,397-61.1% | $9,717-58.4% | $12,270-67.0% |