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 9-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 | $19,091 | $85,790-77.7% | $67,313-71.6% | $135,375-85.9% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.1%+14.3pp | 82.6%+0.7pp |
| Annual return | 1182.90% | -0.54%+1183.4pp | -4.08%+1187.0pp | 519.73%+663.2pp |
| Employer contribution / active EE | $3,917 | $3,487+12.3% | $2,566+52.7% | $4,779-18.0% |
| Participant deferral / active EE | $2,466 | $4,651-47.0% | $3,568-30.9% | $5,609-56.0% |
| Admin fee / account holder | $343 | $6,392-94.6% | $4,507-92.4% | $10,827-96.8% |