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 | $24,866 | $100,852-75.3% | $90,404-72.5% | $158,922-84.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.70% | 1724.20%-1705.5pp | 1293.02%-1274.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $856 | $3,689-76.8% | $3,262-73.8% | $4,761-82.0% |
| Participant deferral / active EE | $3,680 | $4,348-15.4% | $3,963-7.2% | $5,982-38.5% |
| Admin fee / account holder | $556 | $6,501-91.4% | $5,611-90.1% | $11,246-95.1% |