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 | $43,791 | $102,604-57.3% | $86,188-49.2% | $139,434-68.6% |
| Participation rate | 82.4% | 74.5%+7.9pp | 69.0%+13.4pp | 80.3%+2.0pp |
| Annual return | 12.85% | 1922.51%-1909.7pp | 1168.45%-1155.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,826 | $3,032-39.8% | $2,380-23.3% | $4,751-61.6% |
| Participant deferral / active EE | $4,537 | $4,676-3.0% | $3,985+13.8% | $6,710-32.4% |
| Admin fee / account holder | $978 | $8,657-88.7% | $6,852-85.7% | $11,403-91.4% |