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 | $25,211 | $150,440-83.2% | $136,294-81.5% | $147,584-82.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $14,144 | $5,256+169.1% | $4,695+201.2% | $4,876+190.1% |
| Participant deferral / active EE | $5,914 | $6,630-10.8% | $6,247-5.3% | $5,439+8.7% |
| Admin fee / account holder | $1,176 | $10,905-89.2% | $9,243-87.3% | $10,885-89.2% |