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 7-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 | $49,974 | $180,749-72.4% | $160,784-68.9% | $137,256-63.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.63% | 2234.46%-2216.8pp | 1803.92%-1786.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,453 | $4,155+7.2% | $3,733+19.3% | $4,156+7.1% |
| Participant deferral / active EE | $14,251 | $6,844+108.2% | $6,293+126.5% | $6,407+122.4% |
| Admin fee / account holder | $2,696 | $10,397-74.1% | $9,717-72.3% | $12,270-78.0% |