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 | $63,699 | $102,604-37.9% | $86,188-26.1% | $139,434-54.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 18.88% | 1922.51%-1903.6pp | 1168.45%-1149.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $982 | $3,032-67.6% | $2,380-58.8% | $4,751-79.3% |
| Participant deferral / active EE | $2,697 | $4,676-42.3% | $3,985-32.3% | $6,710-59.8% |
| Admin fee / account holder | $1,704 | $8,657-80.3% | $6,852-75.1% | $11,403-85.1% |