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 3-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 | $27,400 | $102,604-73.3% | $86,188-68.2% | $139,434-80.3% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.0%+3.8pp | 80.3%-7.6pp |
| Annual return | 21.15% | 1922.51%-1901.4pp | 1168.45%-1147.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $5,002 | $3,032+64.9% | $2,380+110.2% | $4,751+5.3% |
| Participant deferral / active EE | $6,913 | $4,676+47.9% | $3,985+73.5% | $6,710+3.0% |
| Admin fee / account holder | $3,681 | $8,657-57.5% | $6,852-46.3% | $11,403-67.7% |