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 | $54,444 | $111,724-51.3% | $93,606-41.8% | $145,922-62.7% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.5pp |
| Annual return | 12.03% | 202.98%-191.0pp | 133.20%-121.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $7,575 | $3,090+145.2% | $2,420+213.1% | $4,660+62.6% |
| Participant deferral / active EE | $5,842 | $4,912+18.9% | $4,411+32.4% | $6,688-12.6% |
| Admin fee / account holder | $994 | $10,250-90.3% | $8,285-88.0% | $13,397-92.6% |