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 3-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 | $67,689 | $101,317-33.2% | $146,958-53.9% | $74,495-9.1% |
| Participation rate | 89.1% | 75.5%+13.6pp | 82.2%+7.0pp | 67.2%+21.9pp |
| Annual return | 24.78% | 8730.91%-8706.1pp | 418.34%-393.6pp | 1364.94%-1340.2pp |
| Employer contribution / active EE | $5,327 | $3,810+39.8% | $4,933+8.0% | $2,623+103.1% |
| Participant deferral / active EE | $10,015 | $7,303+37.1% | $8,070+24.1% | $4,346+130.5% |
| Admin fee / account holder | $5,357 | $1,739+208.1% | $12,998-58.8% | $1,942+175.9% |