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 | $10,698 | $76,738-86.1% | $56,411-81.0% | $145,922-92.7% |
| Participation rate | 91.3% | 63.2%+28.1pp | 52.5%+38.8pp | 80.3%+11.0pp |
| Annual return | 21.36% | 2994.23%-2972.9pp | 1701.33%-1680.0pp | 561.29%-539.9pp |
| Employer contribution / active EE | $1,383 | $1,380+0.2% | $1,039+33.1% | $4,660-70.3% |
| Participant deferral / active EE | $2,250 | $2,623-14.2% | $1,952+15.3% | $6,688-66.4% |
| Admin fee / account holder | $1,612 | $3,334-51.6% | $2,829-43.0% | $13,397-88.0% |