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 | $33,304 | $76,738-56.6% | $56,411-41.0% | $145,922-77.2% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 8.00% | 2994.23%-2986.2pp | 1701.33%-1693.3pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,011 | $1,380+45.7% | $1,039+93.6% | $4,660-56.8% |
| Participant deferral / active EE | $5,479 | $2,623+108.9% | $1,952+180.7% | $6,688-18.1% |
| Admin fee / account holder | $1,037 | $3,334-68.9% | $2,829-63.3% | $13,397-92.3% |