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 | $49,437 | $106,515-53.6% | $96,683-48.9% | $139,434-64.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 20.71% | 38.43%-17.7pp | 35.69%-15.0pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,303 | $4,103-43.9% | $3,737-38.4% | $4,751-51.5% |
| Participant deferral / active EE | $3,266 | $5,454-40.1% | $4,878-33.0% | $6,710-51.3% |
| Admin fee / account holder | $1,599 | $7,877-79.7% | $6,730-76.2% | $11,403-86.0% |