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 | $18,186 | $59,107-69.2% | $86,436-79.0% | $68,494-73.4% |
| Participation rate | 97.7% | 75.2%+22.4pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | 22.01% | -0.23%+22.2pp | 4394.89%-4372.9pp | -7.84%+29.8pp |
| Employer contribution / active EE | $3,949 | $2,519+56.8% | $3,769+4.8% | $2,596+52.1% |
| Participant deferral / active EE | $8,460 | $5,901+43.4% | $6,952+21.7% | $4,027+110.1% |
| Admin fee / account holder | $697 | $5,637-87.6% | $6,731-89.7% | $5,403-87.1% |