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 | $15,735 | $76,738-79.5% | $56,411-72.1% | $145,922-89.2% |
| Participation rate | 94.7% | 63.2%+31.5pp | 52.5%+42.3pp | 80.3%+14.5pp |
| Annual return | 14.56% | 2994.23%-2979.7pp | 1701.33%-1686.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,155 | $1,380-16.3% | $1,039+11.2% | $4,660-75.2% |
| Participant deferral / active EE | $3,899 | $2,623+48.7% | $1,952+99.7% | $6,688-41.7% |
| Admin fee / account holder | $2,034 | $3,334-39.0% | $2,829-28.1% | $13,397-84.8% |