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 | $21,969 | $169,161-87.0% | $129,295-83.0% | $145,959-84.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.66% | 14348.07%-14335.4pp | 9429.28%-9416.6pp | 561.95%-549.3pp |
| Employer contribution / active EE | $1,512 | $5,543-72.7% | $4,157-63.6% | $4,661-67.6% |
| Participant deferral / active EE | $3,349 | $4,989-32.9% | $4,169-19.7% | $6,689-49.9% |
| Admin fee / account holder | $1,183 | $9,878-88.0% | $7,665-84.6% | $13,398-91.2% |