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 | $25,900 | $104,974-75.3% | $95,585-72.9% | $142,382-81.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 20.10% | 210.33%-190.2pp | 38.56%-18.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,565 | $2,779+28.3% | $2,527+41.1% | $4,299-17.1% |
| Participant deferral / active EE | $7,188 | $4,352+65.2% | $4,023+78.7% | $6,507+10.5% |
| Admin fee / account holder | $4,424 | $6,386-30.7% | $6,127-27.8% | $12,624-65.0% |