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 | $17,851 | $109,817-83.7% | $98,442-81.9% | $167,490-89.3% |
| Participation rate | 94.4% | 75.8%+18.6pp | 73.3%+21.1pp | 82.1%+12.3pp |
| Annual return | 13.12% | 1956.69%-1943.6pp | 1492.73%-1479.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,352 | $3,224-58.1% | $2,960-54.3% | $4,837-72.1% |
| Participant deferral / active EE | $1,483 | $4,673-68.3% | $4,276-65.3% | $6,341-76.6% |
| Admin fee / account holder | $868 | $6,753-87.2% | $5,949-85.4% | $12,309-93.0% |