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 | $51,754 | $68,097-24.0% | $62,929-17.8% | $137,256-62.3% |
| Participation rate | 94.1% | 77.4%+16.7pp | 73.1%+21.0pp | 80.0%+14.2pp |
| Annual return | 14.69% | 1859.11%-1844.4pp | 1063.93%-1049.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,958 | $2,811+40.8% | $2,505+58.0% | $4,156-4.8% |
| Participant deferral / active EE | $7,064 | $4,553+55.2% | $3,888+81.7% | $6,407+10.3% |
| Admin fee / account holder | $2,863 | $6,521-56.1% | $5,065-43.5% | $12,270-76.7% |