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 | $19,558 | $76,738-74.5% | $56,411-65.3% | $145,922-86.6% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 16.93% | 2994.23%-2977.3pp | 1701.33%-1684.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $5,409 | $1,380+292.0% | $1,039+420.8% | $4,660+16.1% |
| Participant deferral / active EE | $7,599 | $2,623+189.8% | $1,952+289.3% | $6,688+13.6% |
| Admin fee / account holder | $1,066 | $3,334-68.0% | $2,829-62.3% | $13,397-92.0% |