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 | $55,294 | $101,317-45.4% | $146,958-62.4% | $74,495-25.8% |
| Participation rate | 95.1% | 75.5%+19.6pp | 82.2%+12.9pp | 67.2%+27.9pp |
| Annual return | 16.41% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $3,181 | $3,810-16.5% | $4,933-35.5% | $2,623+21.3% |
| Participant deferral / active EE | $6,865 | $7,303-6.0% | $8,070-14.9% | $4,346+58.0% |
| Admin fee / account holder | $7,148 | $1,739+311.1% | $12,998-45.0% | $1,942+268.1% |