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 7-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 | $21,496 | $180,749-88.1% | $160,784-86.6% | $137,256-84.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.54% | 2234.46%-2219.9pp | 1803.92%-1789.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,177 | $4,155-71.7% | $3,733-68.5% | $4,156-71.7% |
| Participant deferral / active EE | $2,102 | $6,844-69.3% | $6,293-66.6% | $6,407-67.2% |
| Admin fee / account holder | $484 | $10,397-95.3% | $9,717-95.0% | $12,270-96.1% |