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 5-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 | $13,613 | $109,817-87.6% | $98,442-86.2% | $167,490-91.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.01% | 1956.69%-1944.7pp | 1492.73%-1480.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,147 | $3,224-64.4% | $2,960-61.3% | $4,837-76.3% |
| Participant deferral / active EE | $3,942 | $4,673-15.6% | $4,276-7.8% | $6,341-37.8% |
| Admin fee / account holder | $6,834 | $6,753+1.2% | $5,949+14.9% | $12,309-44.5% |