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 10-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 | $22,299 | $70,756-68.5% | $65,493-66.0% | $142,382-84.3% |
| Participation rate | 92.9% | 77.4%+15.5pp | 73.1%+19.8pp | 80.1%+12.7pp |
| Annual return | 16.69% | 1754.89%-1738.2pp | 982.45%-965.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,766 | $2,881-4.0% | $2,574+7.4% | $4,299-35.7% |
| Participant deferral / active EE | $3,849 | $4,637-17.0% | $3,961-2.8% | $6,507-40.8% |
| Admin fee / account holder | $5,928 | $6,559-9.6% | $5,028+17.9% | $12,624-53.0% |