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 | $34,763 | $109,817-68.3% | $98,442-64.7% | $167,490-79.2% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 20.93% | 1956.69%-1935.8pp | 1492.73%-1471.8pp | 478.56%-457.6pp |
| Employer contribution / active EE | $5,913 | $3,224+83.4% | $2,960+99.8% | $4,837+22.2% |
| Participant deferral / active EE | $6,987 | $4,673+49.5% | $4,276+63.4% | $6,341+10.2% |
| Admin fee / account holder | $2,385 | $6,753-64.7% | $5,949-59.9% | $12,309-80.6% |