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 8-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 | $21,915 | $76,738-71.4% | $56,411-61.2% | $145,922-85.0% |
| Participation rate | 70.8% | 63.2%+7.6pp | 52.5%+18.4pp | 80.3%-9.4pp |
| Annual return | 13.07% | 2994.23%-2981.2pp | 1701.33%-1688.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,178 | $1,380-14.6% | $1,039+13.4% | $4,660-74.7% |
| Participant deferral / active EE | $3,346 | $2,623+27.6% | $1,952+71.4% | $6,688-50.0% |
| Admin fee / account holder | $633 | $3,334-81.0% | $2,829-77.6% | $13,397-95.3% |