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 4-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 | $34,558 | $102,604-66.3% | $86,188-59.9% | $139,434-75.2% |
| Participation rate | 94.7% | 74.5%+20.2pp | 69.0%+25.8pp | 80.3%+14.4pp |
| Annual return | 17.13% | 1922.51%-1905.4pp | 1168.45%-1151.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $7,697 | $3,032+153.8% | $2,380+223.4% | $4,751+62.0% |
| Participant deferral / active EE | $4,012 | $4,676-14.2% | $3,985+0.7% | $6,710-40.2% |
| Admin fee / account holder | $4,287 | $8,657-50.5% | $6,852-37.4% | $11,403-62.4% |