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 | $45,439 | $78,422-42.1% | $95,952-52.6% | $79,858-43.1% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 19.45% | 19.37%+0.1pp | 91.61%-72.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,069 | $1,945-45.1% | $2,541-57.9% | $2,471-56.7% |
| Participant deferral / active EE | $3,241 | $3,440-5.8% | $4,167-22.2% | $3,740-13.3% |
| Admin fee / account holder | $4,613 | $5,622-17.9% | $6,795-32.1% | $5,306-13.1% |