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 | $13,403 | $102,604-86.9% | $86,188-84.4% | $139,434-90.4% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 18.86% | 1922.51%-1903.7pp | 1168.45%-1149.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,111 | $3,032-30.4% | $2,380-11.3% | $4,751-55.6% |
| Participant deferral / active EE | $2,151 | $4,676-54.0% | $3,985-46.0% | $6,710-67.9% |
| Admin fee / account holder | $2,346 | $8,657-72.9% | $6,852-65.8% | $11,403-79.4% |