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 | $18,195 | $100,852-82.0% | $90,404-79.9% | $158,922-88.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 21.40% | 1724.20%-1702.8pp | 1293.02%-1271.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,269 | $3,689-38.5% | $3,262-30.4% | $4,761-52.3% |
| Participant deferral / active EE | $4,918 | $4,348+13.1% | $3,963+24.1% | $5,982-17.8% |
| Admin fee / account holder | $7,626 | $6,501+17.3% | $5,611+35.9% | $11,246-32.2% |