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 | $38,328 | $96,305-60.2% | $80,569-52.4% | $139,434-72.5% |
| Participation rate | 95.7% | 73.6%+22.0pp | 67.0%+28.7pp | 80.3%+15.3pp |
| Annual return | 17.62% | 1350.08%-1332.5pp | 935.43%-917.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $8,834 | $3,262+170.8% | $2,723+224.4% | $4,751+86.0% |
| Participant deferral / active EE | $13,708 | $5,232+162.0% | $4,447+208.2% | $6,710+104.3% |
| Admin fee / account holder | $13,876 | $6,599+110.3% | $5,377+158.1% | $11,403+21.7% |