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 | $16,222 | $102,604-84.2% | $86,188-81.2% | $139,434-88.4% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.0%+15.7pp | 80.3%+4.3pp |
| Annual return | 24.99% | 1922.51%-1897.5pp | 1168.45%-1143.5pp | 372.94%-348.0pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,727 | $4,676+43.9% | $3,985+68.8% | $6,710+0.2% |
| Admin fee / account holder | $1,064 | $8,657-87.7% | $6,852-84.5% | $11,403-90.7% |