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 | $86,876 | $169,032-48.6% | $129,207-32.8% | $145,922-40.5% |
| Participation rate | 88.9% | 76.4%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 12.61% | 14330.11%-14317.5pp | 9417.33%-9404.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,601 | $5,537-53.0% | $4,153-37.4% | $4,660-44.2% |
| Participant deferral / active EE | $12,194 | $4,987+144.5% | $4,168+192.6% | $6,688+82.3% |
| Admin fee / account holder | $3,386 | $9,954-66.0% | $7,715-56.1% | $13,397-74.7% |