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 | $31,190 | $102,317-69.5% | $146,958-78.8% | $80,856-61.4% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.2%+4.9pp | 67.6%+19.5pp |
| Annual return | 32.61% | 134.76%-102.2pp | 418.34%-385.7pp | 35.59%-3.0pp |
| Employer contribution / active EE | $4,411 | $3,713+18.8% | $4,933-10.6% | $2,755+60.1% |
| Participant deferral / active EE | $11,167 | $6,644+68.1% | $8,070+38.4% | $4,296+159.9% |
| Admin fee / account holder | $6,804 | $7,941-14.3% | $12,998-47.7% | $6,918-1.7% |