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 10-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 | $66,666 | $104,486-36.2% | $76,817-13.2% | $152,861-56.4% |
| Participation rate | 92.3% | 76.6%+15.7pp | 72.1%+20.2pp | 82.4%+9.9pp |
| Annual return | 13.88% | 1013.37%-999.5pp | 1166.11%-1152.2pp | 345.32%-331.4pp |
| Employer contribution / active EE | $2,252 | $3,116-27.7% | $2,302-2.2% | $4,762-52.7% |
| Participant deferral / active EE | $7,461 | $4,236+76.1% | $3,336+123.7% | $5,850+27.5% |
| Admin fee / account holder | $1,496 | $12,275-87.8% | $6,420-76.7% | $11,596-87.1% |