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 3-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 | $14,464 | $72,400-80.0% | $67,502-78.6% | $145,922-90.1% |
| Participation rate | 70.8% | 76.9%-6.0pp | 72.9%-2.0pp | 80.3%-9.4pp |
| Annual return | 28.21% | 7182.46%-7154.3pp | 3512.12%-3483.9pp | 561.29%-533.1pp |
| Employer contribution / active EE | $1,678 | $3,069-45.3% | $2,731-38.5% | $4,660-64.0% |
| Participant deferral / active EE | $4,534 | $4,783-5.2% | $4,000+13.4% | $6,688-32.2% |
| Admin fee / account holder | $656 | $5,539-88.2% | $3,998-83.6% | $13,397-95.1% |