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 | $14,883 | $109,817-86.4% | $98,442-84.9% | $167,490-91.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 13.92% | 1956.69%-1942.8pp | 1492.73%-1478.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,547 | $3,224-52.0% | $2,960-47.7% | $4,837-68.0% |
| Participant deferral / active EE | $1,718 | $4,673-63.2% | $4,276-59.8% | $6,341-72.9% |
| Admin fee / account holder | $314 | $6,753-95.3% | $5,949-94.7% | $12,309-97.4% |