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 | $31,422 | $102,604-69.4% | $86,188-63.5% | $139,434-77.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 15.83% | 1922.51%-1906.7pp | 1168.45%-1152.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,062 | $3,032-65.0% | $2,380-55.4% | $4,751-77.7% |
| Participant deferral / active EE | $2,732 | $4,676-41.6% | $3,985-31.5% | $6,710-59.3% |
| Admin fee / account holder | $968 | $8,657-88.8% | $6,852-85.9% | $11,403-91.5% |