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 8-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 | $27,771 | $149,734-81.5% | $118,925-76.6% | $158,922-82.5% |
| Participation rate | 77.8% | 82.1%-4.3pp | 75.4%+2.4pp | 82.0%-4.2pp |
| Annual return | 27.06% | 19.95%+7.1pp | 35.88%-8.8pp | 302.83%-275.8pp |
| Employer contribution / active EE | $4,113 | $4,115-0.1% | $3,263+26.1% | $4,761-13.6% |
| Participant deferral / active EE | $5,746 | $5,223+10.0% | $4,265+34.7% | $5,982-3.9% |
| Admin fee / account holder | $5,977 | $8,603-30.5% | $6,581-9.2% | $11,246-46.9% |