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 5-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 | $25,760 | $102,604-74.9% | $86,188-70.1% | $139,434-81.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.20% | 1922.51%-1904.3pp | 1168.45%-1150.3pp | 372.94%-354.7pp |
| Employer contribution / active EE | $3,211 | $3,032+5.9% | $2,380+34.9% | $4,751-32.4% |
| Participant deferral / active EE | $4,103 | $4,676-12.2% | $3,985+3.0% | $6,710-38.9% |
| Admin fee / account holder | $388 | $8,657-95.5% | $6,852-94.3% | $11,403-96.6% |