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 | $27,236 | $81,625-66.6% | $58,482-53.4% | $139,434-80.5% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 12.84% | 7404.20%-7391.4pp | 4239.32%-4226.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $3,041 | $1,398+117.4% | $1,053+188.7% | $4,751-36.0% |
| Participant deferral / active EE | $1,410 | $2,557-44.9% | $1,924-26.7% | $6,710-79.0% |
| Admin fee / account holder | $5,182 | $3,265+58.7% | $2,516+106.0% | $11,403-54.6% |