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 10-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 | $44,431 | $81,625-45.6% | $58,482-24.0% | $139,434-68.1% |
| Participation rate | 90.0% | 61.3%+28.7pp | 50.9%+39.1pp | 80.3%+9.7pp |
| Annual return | 23.16% | 7404.20%-7381.0pp | 4239.32%-4216.2pp | 372.94%-349.8pp |
| Employer contribution / active EE | $1,872 | $1,398+33.9% | $1,053+77.7% | $4,751-60.6% |
| Participant deferral / active EE | $8,415 | $2,557+229.1% | $1,924+337.4% | $6,710+25.4% |
| Admin fee / account holder | $18,992 | $3,265+481.6% | $2,516+654.8% | $11,403+66.6% |