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 6-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 | $45,279 | $169,032-73.2% | $129,207-65.0% | $145,922-69.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.98% | 14330.11%-14318.1pp | 9417.33%-9405.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,049 | $5,537-26.9% | $4,153-2.5% | $4,660-13.1% |
| Participant deferral / active EE | $10,123 | $4,987+103.0% | $4,168+142.9% | $6,688+51.4% |
| Admin fee / account holder | $908 | $9,954-90.9% | $7,715-88.2% | $13,397-93.2% |