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 | $38,569 | $68,097-43.4% | $62,929-38.7% | $137,256-71.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 22.17% | 1859.11%-1836.9pp | 1063.93%-1041.8pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,681 | $2,811+30.9% | $2,505+47.0% | $4,156-11.4% |
| Participant deferral / active EE | $4,170 | $4,553-8.4% | $3,888+7.3% | $6,407-34.9% |
| Admin fee / account holder | $336 | $6,521-94.8% | $5,065-93.4% | $12,270-97.3% |