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 | $69,174 | $111,535-38.0% | $105,223-34.3% | $137,256-49.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 22.74% | 237.85%-215.1pp | 180.65%-157.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $6,097 | $3,939+54.8% | $3,689+65.3% | $4,156+46.7% |
| Participant deferral / active EE | $10,363 | $5,500+88.4% | $5,072+104.3% | $6,407+61.7% |
| Admin fee / account holder | $963 | $9,721-90.1% | $8,859-89.1% | $12,270-92.1% |