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 | $29,608 | $106,515-72.2% | $96,683-69.4% | $139,434-78.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 23.94% | 38.43%-14.5pp | 35.69%-11.8pp | 372.94%-349.0pp |
| Employer contribution / active EE | $2,135 | $4,103-48.0% | $3,737-42.9% | $4,751-55.1% |
| Participant deferral / active EE | $2,510 | $5,454-54.0% | $4,878-48.6% | $6,710-62.6% |
| Admin fee / account holder | $371 | $7,877-95.3% | $6,730-94.5% | $11,403-96.7% |