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 | $11,749 | $106,515-89.0% | $96,683-87.8% | $139,434-91.6% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 105.79% | 38.43%+67.4pp | 35.69%+70.1pp | 372.94%-267.2pp |
| Employer contribution / active EE | $2,032 | $4,103-50.5% | $3,737-45.6% | $4,751-57.2% |
| Participant deferral / active EE | $3,661 | $5,454-32.9% | $4,878-24.9% | $6,710-45.4% |
| Admin fee / account holder | $2,553 | $7,877-67.6% | $6,730-62.1% | $11,403-77.6% |