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 | $25,227 | $111,535-77.4% | $105,223-76.0% | $137,256-81.6% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 21.63% | 237.85%-216.2pp | 180.65%-159.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,996 | $3,939-24.0% | $3,689-18.8% | $4,156-27.9% |
| Participant deferral / active EE | $6,358 | $5,500+15.6% | $5,072+25.4% | $6,407-0.8% |
| Admin fee / account holder | $999 | $9,721-89.7% | $8,859-88.7% | $12,270-91.9% |