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 8-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 | $30,316 | $156,846-80.7% | $121,098-75.0% | $139,434-78.3% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 17.07% | 1474.56%-1457.5pp | 985.75%-968.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,886 | $5,536-65.9% | $4,164-54.7% | $4,751-60.3% |
| Participant deferral / active EE | $2,384 | $4,844-50.8% | $4,080-41.6% | $6,710-64.5% |
| Admin fee / account holder | $1,145 | $6,946-83.5% | $5,644-79.7% | $11,403-90.0% |