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 | $56,192 | $124,281-54.8% | $109,143-48.5% | $167,490-66.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 16.05% | 26.04%-10.0pp | 25.75%-9.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $3,557 | $4,207-15.4% | $3,722-4.4% | $4,837-26.5% |
| Participant deferral / active EE | $5,193 | $5,255-1.2% | $4,653+11.6% | $6,341-18.1% |
| Admin fee / account holder | $1,502 | $7,970-81.2% | $6,752-77.8% | $12,309-87.8% |