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 7-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 | $67,258 | $176,056-61.8% | $159,436-57.8% | $167,490-59.8% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 17.23% | 331.75%-314.5pp | 263.57%-246.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $3,583 | $5,297-32.4% | $4,829-25.8% | $4,837-25.9% |
| Participant deferral / active EE | $7,739 | $7,750-0.1% | $7,352+5.3% | $6,341+22.0% |
| Admin fee / account holder | $5,475 | $12,554-56.4% | $10,799-49.3% | $12,309-55.5% |