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 | $71,679 | $102,604-30.1% | $86,188-16.8% | $139,434-48.6% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 18.28% | 1922.51%-1904.2pp | 1168.45%-1150.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $3,868 | $3,032+27.6% | $2,380+62.5% | $4,751-18.6% |
| Participant deferral / active EE | $5,908 | $4,676+26.4% | $3,985+48.3% | $6,710-12.0% |
| Admin fee / account holder | $706 | $8,657-91.8% | $6,852-89.7% | $11,403-93.8% |