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 | $29,029 | $100,852-71.2% | $90,404-67.9% | $158,922-81.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 11.39% | 1724.20%-1712.8pp | 1293.02%-1281.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,116 | $3,689-69.7% | $3,262-65.8% | $4,761-76.6% |
| Participant deferral / active EE | $3,233 | $4,348-25.6% | $3,963-18.4% | $5,982-46.0% |
| Admin fee / account holder | $663 | $6,501-89.8% | $5,611-88.2% | $11,246-94.1% |