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 | $29,879 | $96,305-69.0% | $80,569-62.9% | $139,434-78.6% |
| Participation rate | 88.9% | 73.6%+15.3pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 21.70% | 1350.08%-1328.4pp | 935.43%-913.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,938 | $3,262-40.6% | $2,723-28.8% | $4,751-59.2% |
| Participant deferral / active EE | $6,702 | $5,232+28.1% | $4,447+50.7% | $6,710-0.1% |
| Admin fee / account holder | $1,579 | $6,599-76.1% | $5,377-70.6% | $11,403-86.2% |