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 | $82,513 | $111,754-26.2% | $103,333-20.1% | $145,922-43.5% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 12.10% | 24.77%-12.7pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,386 | $4,212-43.3% | $3,868-38.3% | $4,660-48.8% |
| Participant deferral / active EE | $5,454 | $5,619-2.9% | $5,057+7.8% | $6,688-18.5% |
| Admin fee / account holder | $527 | $9,750-94.6% | $8,355-93.7% | $13,397-96.1% |