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 7-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 | $20,558 | $100,852-79.6% | $90,404-77.3% | $158,922-87.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 33.23% | 1724.20%-1691.0pp | 1293.02%-1259.8pp | 302.83%-269.6pp |
| Employer contribution / active EE | $1,186 | $3,689-67.9% | $3,262-63.7% | $4,761-75.1% |
| Participant deferral / active EE | $1,033 | $4,348-76.2% | $3,963-73.9% | $5,982-82.7% |
| Admin fee / account holder | $3,838 | $6,501-41.0% | $5,611-31.6% | $11,246-65.9% |