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 | $38,970 | $96,305-59.5% | $80,569-51.6% | $139,434-72.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 23.42% | 1350.08%-1326.7pp | 935.43%-912.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,751 | $3,262-46.3% | $2,723-35.7% | $4,751-63.1% |
| Participant deferral / active EE | $1,910 | $5,232-63.5% | $4,447-57.1% | $6,710-71.5% |
| Admin fee / account holder | $1,178 | $6,599-82.1% | $5,377-78.1% | $11,403-89.7% |