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 | $29,683 | $102,317-71.0% | $146,958-79.8% | $80,856-63.3% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 24.21% | 134.76%-110.5pp | 418.34%-394.1pp | 35.59%-11.4pp |
| Employer contribution / active EE | $4,378 | $3,713+17.9% | $4,933-11.3% | $2,755+58.9% |
| Participant deferral / active EE | $8,984 | $6,644+35.2% | $8,070+11.3% | $4,296+109.1% |
| Admin fee / account holder | $302 | $7,941-96.2% | $12,998-97.7% | $6,918-95.6% |