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 6-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 | $14,961 | $29,319-49.0% | $52,425-71.5% | $82,448-81.9% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 19.41% | 535.20%-515.8pp | 302.12%-282.7pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,989 | $586+239.1% | $914+117.6% | $2,551-22.0% |
| Participant deferral / active EE | $2,960 | $1,171+152.7% | $1,790+65.3% | $4,139-28.5% |
| Admin fee / account holder | $1,086 | $1,962-44.7% | $2,495-56.5% | $7,234-85.0% |