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 | $51,394 | $102,604-49.9% | $86,188-40.4% | $139,434-63.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 20.93% | 1922.51%-1901.6pp | 1168.45%-1147.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,358 | $3,032-55.2% | $2,380-42.9% | $4,751-71.4% |
| Participant deferral / active EE | $4,877 | $4,676+4.3% | $3,985+22.4% | $6,710-27.3% |
| Admin fee / account holder | $1,151 | $8,657-86.7% | $6,852-83.2% | $11,403-89.9% |