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 | $24,880 | $80,717-69.2% | $154,803-83.9% | $84,808-70.7% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | 20.32% | 37.96%-17.6pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,287 | $2,761-17.2% | $4,305-46.9% | $2,631-13.1% |
| Participant deferral / active EE | $4,886 | $3,303+47.9% | $5,540-11.8% | $4,212+16.0% |
| Admin fee / account holder | $765 | $6,746-88.7% | $14,329-94.7% | $7,344-89.6% |