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 5-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 | $31,210 | $179,726-82.6% | $156,263-80.0% | $142,382-78.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 1665.21% | 77.86%+1587.3pp | 59.47%+1605.7pp | 217.08%+1448.1pp |
| Employer contribution / active EE | $1,430 | $5,069-71.8% | $4,333-67.0% | $4,299-66.7% |
| Participant deferral / active EE | $4,328 | $6,956-37.8% | $6,158-29.7% | $6,507-33.5% |
| Admin fee / account holder | $8,332 | $17,272-51.8% | $14,255-41.5% | $12,624-34.0% |