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 4-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 | $12,372 | $76,738-83.9% | $56,411-78.1% | $145,922-91.5% |
| Participation rate | 78.9% | 63.2%+15.7pp | 52.5%+26.5pp | 80.3%-1.3pp |
| Annual return | 16.05% | 2994.23%-2978.2pp | 1701.33%-1685.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,025 | $1,380-25.7% | $1,039-1.3% | $4,660-78.0% |
| Participant deferral / active EE | $3,182 | $2,623+21.3% | $1,952+63.0% | $6,688-52.4% |
| Admin fee / account holder | $1,206 | $3,334-63.8% | $2,829-57.4% | $13,397-91.0% |