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 | $59,456 | $108,912-45.4% | $100,383-40.8% | $145,959-59.3% |
| Participation rate | 84.2% | 83.0%+1.3pp | 81.5%+2.7pp | 80.3%+3.9pp |
| Annual return | 14.17% | 57.96%-43.8pp | 49.26%-35.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $2,282 | $4,423-48.4% | $3,944-42.1% | $4,661-51.0% |
| Participant deferral / active EE | $6,083 | $8,451-28.0% | $8,086-24.8% | $6,689-9.1% |
| Admin fee / account holder | $450 | $9,690-95.4% | $7,900-94.3% | $13,398-96.6% |