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 | $76,598 | $102,604-25.3% | $86,188-11.1% | $139,434-45.1% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.0%+23.3pp | 80.3%+12.0pp |
| Annual return | 14.28% | 1922.51%-1908.2pp | 1168.45%-1154.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $14,114 | $3,032+365.4% | $2,380+493.0% | $4,751+197.1% |
| Participant deferral / active EE | $4,615 | $4,676-1.3% | $3,985+15.8% | $6,710-31.2% |
| Admin fee / account holder | $459 | $8,657-94.7% | $6,852-93.3% | $11,403-96.0% |