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 | $12,142 | $102,604-88.2% | $86,188-85.9% | $139,434-91.3% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 10.42% | 1922.51%-1912.1pp | 1168.45%-1158.0pp | 372.94%-362.5pp |
| Employer contribution / active EE | $1,592 | $3,032-47.5% | $2,380-33.1% | $4,751-66.5% |
| Participant deferral / active EE | $4,177 | $4,676-10.7% | $3,985+4.8% | $6,710-37.8% |
| Admin fee / account holder | $742 | $8,657-91.4% | $6,852-89.2% | $11,403-93.5% |