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 | $74,213 | $76,738-3.3% | $56,411+31.6% | $145,922-49.1% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 11.59% | 2994.23%-2982.6pp | 1701.33%-1689.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,655 | $1,380+237.3% | $1,039+348.1% | $4,660-0.1% |
| Participant deferral / active EE | $9,130 | $2,623+248.1% | $1,952+367.8% | $6,688+36.5% |
| Admin fee / account holder | $782 | $3,334-76.5% | $2,829-72.4% | $13,397-94.2% |