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 | $25,631 | $56,053-54.3% | $75,972-66.3% | $80,856-68.3% |
| Participation rate | 96.6% | 62.0%+34.5pp | 69.1%+27.5pp | 67.6%+28.9pp |
| Annual return | 14.44% | 20.53%-6.1pp | 359.55%-345.1pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,121 | $1,874+13.2% | $2,685-21.0% | $2,755-23.0% |
| Participant deferral / active EE | $4,187 | $3,052+37.2% | $4,255-1.6% | $4,296-2.5% |
| Admin fee / account holder | $694 | $5,234-86.7% | $6,467-89.3% | $6,918-90.0% |