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 | $33,997 | $69,763-51.3% | $67,502-49.6% | $74,495-54.4% |
| Participation rate | 92.3% | 71.4%+20.9pp | 72.9%+19.4pp | 67.2%+25.1pp |
| Annual return | 26.07% | -40.34%+66.4pp | 3512.12%-3486.0pp | 1364.94%-1338.9pp |
| Employer contribution / active EE | $1,596 | $2,704-41.0% | $2,731-41.6% | $2,623-39.1% |
| Participant deferral / active EE | $5,083 | $3,636+39.8% | $4,000+27.1% | $4,346+17.0% |
| Admin fee / account holder | $2,000 | $896+123.2% | $3,998-50.0% | $1,942+3.0% |