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 | $11,331 | $68,097-83.4% | $62,929-82.0% | $137,256-91.7% |
| Participation rate | 93.8% | 77.4%+16.3pp | 73.1%+20.6pp | 80.0%+13.8pp |
| Annual return | 17.71% | 1859.11%-1841.4pp | 1063.93%-1046.2pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,666 | $2,811-40.7% | $2,505-33.5% | $4,156-59.9% |
| Participant deferral / active EE | $2,924 | $4,553-35.8% | $3,888-24.8% | $6,407-54.4% |
| Admin fee / account holder | $1,089 | $6,521-83.3% | $5,065-78.5% | $12,270-91.1% |