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 | $21,629 | $102,604-78.9% | $86,188-74.9% | $139,434-84.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 13.30% | 1922.51%-1909.2pp | 1168.45%-1155.2pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,003 | $3,032-34.0% | $2,380-15.9% | $4,751-57.8% |
| Participant deferral / active EE | $1,825 | $4,676-61.0% | $3,985-54.2% | $6,710-72.8% |
| Admin fee / account holder | $1,678 | $8,657-80.6% | $6,852-75.5% | $11,403-85.3% |