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 | $19,201 | $53,162-63.9% | $91,220-79.0% | $68,494-72.0% |
| Participation rate | 96.6% | 63.2%+33.3pp | 73.2%+23.4pp | 67.9%+28.7pp |
| Annual return | 189.31% | -3.14%+192.4pp | 114.01%+75.3pp | -7.84%+197.1pp |
| Employer contribution / active EE | $3,818 | $1,709+123.3% | $2,850+34.0% | $2,596+47.0% |
| Participant deferral / active EE | $4,855 | $2,974+63.3% | $4,234+14.7% | $4,027+20.6% |
| Admin fee / account holder | $348 | $4,493-92.3% | $5,420-93.6% | $5,403-93.6% |