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 6-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 | $55,573 | $91,538-39.3% | $129,995-57.2% | $75,163-26.1% |
| Participation rate | 75.0% | 71.4%+3.6pp | 78.5%-3.5pp | 67.2%+7.8pp |
| Annual return | 20.78% | -631.11%+651.9pp | -137.18%+158.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,005 | $2,845+5.6% | $4,320-30.4% | $2,670+12.6% |
| Participant deferral / active EE | $6,351 | $4,341+46.3% | $5,820+9.1% | $4,125+54.0% |
| Admin fee / account holder | $456 | $6,790-93.3% | $10,614-95.7% | $5,651-91.9% |