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 4-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 | $13,909 | $102,604-86.4% | $86,188-83.9% | $139,434-90.0% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.0%+23.9pp | 80.3%+12.5pp |
| Annual return | 32.85% | 1922.51%-1889.7pp | 1168.45%-1135.6pp | 372.94%-340.1pp |
| Employer contribution / active EE | $2,937 | $3,032-3.1% | $2,380+23.4% | $4,751-38.2% |
| Participant deferral / active EE | $4,073 | $4,676-12.9% | $3,985+2.2% | $6,710-39.3% |
| Admin fee / account holder | $907 | $8,657-89.5% | $6,852-86.8% | $11,403-92.0% |