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 | $13,137 | $76,738-82.9% | $56,411-76.7% | $145,922-91.0% |
| Participation rate | 86.4% | 63.2%+23.1pp | 52.5%+33.9pp | 80.3%+6.1pp |
| Annual return | 13.38% | 2994.23%-2980.8pp | 1701.33%-1688.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $989 | $1,380-28.3% | $1,039-4.8% | $4,660-78.8% |
| Participant deferral / active EE | $4,070 | $2,623+55.2% | $1,952+108.5% | $6,688-39.1% |
| Admin fee / account holder | $1,698 | $3,334-49.1% | $2,829-40.0% | $13,397-87.3% |