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 6-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 | $27,781 | $102,604-72.9% | $86,188-67.8% | $139,434-80.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 23.93% | 1922.51%-1898.6pp | 1168.45%-1144.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,188 | $3,032-60.8% | $2,380-50.1% | $4,751-75.0% |
| Participant deferral / active EE | $2,748 | $4,676-41.2% | $3,985-31.1% | $6,710-59.1% |
| Admin fee / account holder | $2,828 | $8,657-67.3% | $6,852-58.7% | $11,403-75.2% |