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 | $44,960 | $70,756-36.5% | $65,493-31.4% | $142,382-68.4% |
| Participation rate | 91.7% | 77.4%+14.3pp | 73.1%+18.6pp | 80.1%+11.5pp |
| Annual return | 15.75% | 1754.89%-1739.1pp | 982.45%-966.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,647 | $2,881-8.1% | $2,574+2.8% | $4,299-38.4% |
| Participant deferral / active EE | $6,985 | $4,637+50.6% | $3,961+76.3% | $6,507+7.3% |
| Admin fee / account holder | $1,291 | $6,559-80.3% | $5,028-74.3% | $12,624-89.8% |