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 | $26,372 | $96,635-72.7% | $86,612-69.6% | $139,434-81.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 24.48% | 106.41%-81.9pp | 591.07%-566.6pp | 372.94%-348.5pp |
| Employer contribution / active EE | $3,282 | $3,263+0.6% | $3,022+8.6% | $4,751-30.9% |
| Participant deferral / active EE | $5,926 | $4,836+22.5% | $4,438+33.5% | $6,710-11.7% |
| Admin fee / account holder | $1,276 | $6,408-80.1% | $5,614-77.3% | $11,403-88.8% |