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 9-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 | $86,432 | $83,337+3.7% | $67,834+27.4% | $273,961-68.5% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 4.96% | 259.45%-254.5pp | 138.47%-133.5pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,861 | $3,287-13.0% | $2,403+19.1% | $4,869-41.2% |
| Participant deferral / active EE | $3,844 | $4,088-6.0% | $3,160+21.7% | $5,287-27.3% |
| Admin fee / account holder | $324 | $6,752-95.2% | $4,622-93.0% | $10,132-96.8% |