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 10-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 | $27,216 | $58,927-53.8% | $76,817-64.6% | $72,985-62.7% |
| Participation rate | 96.7% | 67.3%+29.3pp | 72.1%+24.6pp | 69.5%+27.2pp |
| Annual return | 17.00% | 2305.64%-2288.6pp | 1166.11%-1149.1pp | 81.00%-64.0pp |
| Employer contribution / active EE | $5,301 | $1,787+196.7% | $2,302+130.3% | $2,440+117.3% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $973 | $4,013-75.8% | $6,420-84.9% | $5,124-81.0% |