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 | $22,312 | $109,817-79.7% | $98,442-77.3% | $167,490-86.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 16.40% | 1956.69%-1940.3pp | 1492.73%-1476.3pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,713 | $3,224-15.8% | $2,960-8.3% | $4,837-43.9% |
| Participant deferral / active EE | $3,665 | $4,673-21.6% | $4,276-14.3% | $6,341-42.2% |
| Admin fee / account holder | $591 | $6,753-91.3% | $5,949-90.1% | $12,309-95.2% |