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 | $21,431 | $180,749-88.1% | $160,784-86.7% | $137,256-84.4% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 12.12% | 2234.46%-2222.3pp | 1803.92%-1791.8pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,124 | $4,155-73.0% | $3,733-69.9% | $4,156-73.0% |
| Participant deferral / active EE | $2,624 | $6,844-61.7% | $6,293-58.3% | $6,407-59.0% |
| Admin fee / account holder | $317 | $10,397-97.0% | $9,717-96.7% | $12,270-97.4% |