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 | $12,440 | $169,032-92.6% | $129,207-90.4% | $145,922-91.5% |
| Participation rate | 91.7% | 76.4%+15.2pp | 69.6%+22.1pp | 80.3%+11.4pp |
| Annual return | 13.96% | 14330.11%-14316.2pp | 9417.33%-9403.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,257 | $5,537-59.2% | $4,153-45.7% | $4,660-51.6% |
| Participant deferral / active EE | $2,822 | $4,987-43.4% | $4,168-32.3% | $6,688-57.8% |
| Admin fee / account holder | $3,608 | $9,954-63.8% | $7,715-53.2% | $13,397-73.1% |