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 | $10,466 | $180,749-94.2% | $160,784-93.5% | $137,256-92.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 18.68% | 2234.46%-2215.8pp | 1803.92%-1785.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,363 | $4,155-67.2% | $3,733-63.5% | $4,156-67.2% |
| Participant deferral / active EE | $2,261 | $6,844-67.0% | $6,293-64.1% | $6,407-64.7% |
| Admin fee / account holder | $1,116 | $10,397-89.3% | $9,717-88.5% | $12,270-90.9% |