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 | $101,578 | $133,922-24.2% | $116,228-12.6% | $142,382-28.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 16.75% | 147.76%-131.0pp | 90.06%-73.3pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,074 | $3,446-10.8% | $2,994+2.7% | $4,299-28.5% |
| Participant deferral / active EE | $6,832 | $5,672+20.5% | $4,953+37.9% | $6,507+5.0% |
| Admin fee / account holder | $784 | $14,945-94.8% | $11,989-93.5% | $12,624-93.8% |