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 | $42,521 | $76,738-44.6% | $56,411-24.6% | $145,922-70.9% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 10.10% | 2994.23%-2984.1pp | 1701.33%-1691.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,623 | $1,380+17.6% | $1,039+56.3% | $4,660-65.2% |
| Participant deferral / active EE | $10,689 | $2,623+307.6% | $1,952+447.6% | $6,688+59.8% |
| Admin fee / account holder | $340 | $3,334-89.8% | $2,829-88.0% | $13,397-97.5% |