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 | $46,306 | $81,625-43.3% | $58,482-20.8% | $139,434-66.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.86% | 7404.20%-7387.3pp | 4239.32%-4222.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,622 | $1,398+87.5% | $1,053+149.0% | $4,751-44.8% |
| Participant deferral / active EE | $4,083 | $2,557+59.7% | $1,924+112.2% | $6,710-39.2% |
| Admin fee / account holder | $633 | $3,265-80.6% | $2,516-74.9% | $11,403-94.5% |