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 | $20,683 | $102,604-79.8% | $86,188-76.0% | $139,434-85.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 15.31% | 1922.51%-1907.2pp | 1168.45%-1153.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,862 | $3,032-5.6% | $2,380+20.2% | $4,751-39.8% |
| Participant deferral / active EE | $5,509 | $4,676+17.8% | $3,985+38.2% | $6,710-17.9% |
| Admin fee / account holder | $1,445 | $8,657-83.3% | $6,852-78.9% | $11,403-87.3% |