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 6-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 | $104,818 | $209,336-49.9% | $197,124-46.8% | $137,256-23.6% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 20.16% | 48.09%-27.9pp | 44.34%-24.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $4,992 | $6,591-24.3% | $6,227-19.8% | $4,156+20.1% |
| Participant deferral / active EE | $8,269 | $9,614-14.0% | $9,135-9.5% | $6,407+29.1% |
| Admin fee / account holder | $666 | $17,308-96.1% | $16,298-95.9% | $12,270-94.6% |