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 8-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 | $37,191 | $49,280-24.5% | $67,313-44.7% | $64,186-42.1% |
| Participation rate | 91.8% | 60.8%+31.1pp | 69.1%+22.8pp | 69.6%+22.3pp |
| Annual return | 1080.84% | -1.39%+1082.2pp | -4.08%+1084.9pp | 7.63%+1073.2pp |
| Employer contribution / active EE | $4,837 | $1,668+189.9% | $2,566+88.5% | $2,381+103.2% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $947 | $3,863-75.5% | $4,507-79.0% | $4,888-80.6% |