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 | $15,256 | $102,604-85.1% | $86,188-82.3% | $139,434-89.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 18.49% | 1922.51%-1904.0pp | 1168.45%-1150.0pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,402 | $3,032-20.8% | $2,380+0.9% | $4,751-49.4% |
| Participant deferral / active EE | $1,701 | $4,676-63.6% | $3,985-57.3% | $6,710-74.6% |
| Admin fee / account holder | $600 | $8,657-93.1% | $6,852-91.2% | $11,403-94.7% |