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 | $22,746 | $81,625-72.1% | $58,482-61.1% | $139,434-83.7% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 19.13% | 7404.20%-7385.1pp | 4239.32%-4220.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,671 | $1,398+19.5% | $1,053+58.6% | $4,751-64.8% |
| Participant deferral / active EE | $6,427 | $2,557+151.4% | $1,924+234.1% | $6,710-4.2% |
| Admin fee / account holder | $558 | $3,265-82.9% | $2,516-77.8% | $11,403-95.1% |