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 | $36,066 | $106,515-66.1% | $96,683-62.7% | $139,434-74.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 17.05% | 38.43%-21.4pp | 35.69%-18.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,406 | $4,103-41.4% | $3,737-35.6% | $4,751-49.4% |
| Participant deferral / active EE | $5,864 | $5,454+7.5% | $4,878+20.2% | $6,710-12.6% |
| Admin fee / account holder | $4,405 | $7,877-44.1% | $6,730-34.5% | $11,403-61.4% |