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 3-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 | $31,035 | $102,604-69.8% | $86,188-64.0% | $139,434-77.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 14.04% | 1922.51%-1908.5pp | 1168.45%-1154.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,196 | $3,032-60.6% | $2,380-49.8% | $4,751-74.8% |
| Participant deferral / active EE | $10,775 | $4,676+130.4% | $3,985+170.4% | $6,710+60.6% |
| Admin fee / account holder | $529 | $8,657-93.9% | $6,852-92.3% | $11,403-95.4% |