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 | $19,929 | $124,185-84.0% | $108,410-81.6% | $167,490-88.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.39% | 1379.64%-1357.2pp | 905.27%-882.9pp | 478.56%-456.2pp |
| Employer contribution / active EE | $2,957 | $4,187-29.4% | $3,558-16.9% | $4,837-38.9% |
| Participant deferral / active EE | $4,628 | $6,908-33.0% | $6,563-29.5% | $6,341-27.0% |
| Admin fee / account holder | $4,303 | $9,455-54.5% | $7,295-41.0% | $12,309-65.0% |