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 | $24,812 | $68,097-63.6% | $62,929-60.6% | $137,256-81.9% |
| Participation rate | 92.3% | 77.4%+14.9pp | 73.1%+19.2pp | 80.0%+12.3pp |
| Annual return | 18.04% | 1859.11%-1841.1pp | 1063.93%-1045.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,558 | $2,811+26.6% | $2,505+42.1% | $4,156-14.4% |
| Participant deferral / active EE | $6,184 | $4,553+35.8% | $3,888+59.0% | $6,407-3.5% |
| Admin fee / account holder | $1,517 | $6,521-76.7% | $5,065-70.1% | $12,270-87.6% |