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 | $77,196 | $106,515-27.5% | $96,683-20.2% | $139,434-44.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 14.21% | 38.43%-24.2pp | 35.69%-21.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,619 | $4,103-60.6% | $3,737-56.7% | $4,751-65.9% |
| Participant deferral / active EE | $4,074 | $5,454-25.3% | $4,878-16.5% | $6,710-39.3% |
| Admin fee / account holder | $376 | $7,877-95.2% | $6,730-94.4% | $11,403-96.7% |