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 | $26,377 | $102,604-74.3% | $86,188-69.4% | $139,434-81.1% |
| Participation rate | 86.7% | 74.5%+12.2pp | 69.0%+17.7pp | 80.3%+6.3pp |
| Annual return | 17.01% | 1922.51%-1905.5pp | 1168.45%-1151.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,756 | $3,032-42.1% | $2,380-26.2% | $4,751-63.0% |
| Participant deferral / active EE | $4,681 | $4,676+0.1% | $3,985+17.5% | $6,710-30.2% |
| Admin fee / account holder | $556 | $8,657-93.6% | $6,852-91.9% | $11,403-95.1% |