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 | $20,264 | $76,738-73.6% | $56,411-64.1% | $145,922-86.1% |
| Participation rate | 73.3% | 63.2%+10.1pp | 52.5%+20.9pp | 80.3%-6.9pp |
| Annual return | 5.55% | 2994.23%-2988.7pp | 1701.33%-1695.8pp | 561.29%-555.7pp |
| Employer contribution / active EE | $218 | $1,380-84.2% | $1,039-79.0% | $4,660-95.3% |
| Participant deferral / active EE | $3,986 | $2,623+52.0% | $1,952+104.2% | $6,688-40.4% |
| Admin fee / account holder | $12,309 | $3,334+269.2% | $2,829+335.1% | $13,397-8.1% |