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 | $18,889 | $69,207-72.7% | $64,056-70.5% | $139,434-86.5% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 28.53% | 45.88%-17.4pp | 33.69%-5.2pp | 372.94%-344.4pp |
| Employer contribution / active EE | $6,371 | $3,182+100.2% | $2,747+131.9% | $4,751+34.1% |
| Participant deferral / active EE | $2,916 | $4,682-37.7% | $3,880-24.8% | $6,710-56.5% |
| Admin fee / account holder | $1,744 | $4,244-58.9% | $3,068-43.2% | $11,403-84.7% |