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 5-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 | $10,630 | $102,604-89.6% | $86,188-87.7% | $139,434-92.4% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.0%+23.9pp | 80.3%+12.5pp |
| Annual return | 22.45% | 1922.51%-1900.1pp | 1168.45%-1146.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $2,089 | $3,032-31.1% | $2,380-12.2% | $4,751-56.0% |
| Participant deferral / active EE | $3,195 | $4,676-31.7% | $3,985-19.8% | $6,710-52.4% |
| Admin fee / account holder | $846 | $8,657-90.2% | $6,852-87.7% | $11,403-92.6% |