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 | $19,144 | $102,604-81.3% | $86,188-77.8% | $139,434-86.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 20.17% | 1922.51%-1902.3pp | 1168.45%-1148.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,409 | $3,032-20.6% | $2,380+1.2% | $4,751-49.3% |
| Participant deferral / active EE | $3,830 | $4,676-18.1% | $3,985-3.9% | $6,710-42.9% |
| Admin fee / account holder | $1,258 | $8,657-85.5% | $6,852-81.6% | $11,403-89.0% |