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 | $89,383 | $105,181-15.0% | $159,436-43.9% | $85,850+4.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.8%-7.8pp | 69.3%+5.7pp |
| Annual return | 13.29% | 45.07%-31.8pp | 263.57%-250.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,342 | $3,318+0.7% | $4,829-30.8% | $2,565+30.3% |
| Participant deferral / active EE | $5,741 | $5,945-3.4% | $7,352-21.9% | $3,952+45.3% |
| Admin fee / account holder | $6,606 | $6,933-4.7% | $10,799-38.8% | $6,260+5.5% |