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 8-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 | $20,235 | $68,097-70.3% | $62,929-67.8% | $137,256-85.3% |
| Participation rate | 94.1% | 77.4%+16.7pp | 73.1%+21.0pp | 80.0%+14.2pp |
| Annual return | 18.49% | 1859.11%-1840.6pp | 1063.93%-1045.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $858 | $2,811-69.5% | $2,505-65.7% | $4,156-79.3% |
| Participant deferral / active EE | $1,470 | $4,553-67.7% | $3,888-62.2% | $6,407-77.1% |
| Admin fee / account holder | $1,005 | $6,521-84.6% | $5,065-80.2% | $12,270-91.8% |