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 | $31,231 | $76,738-59.3% | $56,411-44.6% | $145,922-78.6% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 14.33% | 2994.23%-2979.9pp | 1701.33%-1687.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,208 | $1,380+132.5% | $1,039+208.8% | $4,660-31.2% |
| Participant deferral / active EE | $7,606 | $2,623+190.0% | $1,952+289.7% | $6,688+13.7% |
| Admin fee / account holder | $599 | $3,334-82.0% | $2,829-78.8% | $13,397-95.5% |