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 | $92,453 | $109,982-15.9% | $97,226-4.9% | $145,922-36.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 15.80% | 242.90%-227.1pp | 75.13%-59.3pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,781 | $3,084-9.8% | $2,729+1.9% | $4,660-40.3% |
| Participant deferral / active EE | $7,390 | $4,676+58.1% | $4,264+73.3% | $6,688+10.5% |
| Admin fee / account holder | $13,954 | $6,221+124.3% | $5,654+146.8% | $13,397+4.2% |