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 5-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 | $30,383 | $81,625-62.8% | $58,482-48.0% | $139,434-78.2% |
| Participation rate | 95.5% | 61.3%+34.1pp | 50.9%+44.6pp | 80.3%+15.1pp |
| Annual return | 23.15% | 7404.20%-7381.0pp | 4239.32%-4216.2pp | 372.94%-349.8pp |
| Employer contribution / active EE | $4,386 | $1,398+213.7% | $1,053+316.4% | $4,751-7.7% |
| Participant deferral / active EE | $3,494 | $2,557+36.7% | $1,924+81.6% | $6,710-47.9% |
| Admin fee / account holder | $2,096 | $3,265-35.8% | $2,516-16.7% | $11,403-81.6% |