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 5-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 | $68,224 | $95,266-28.4% | $82,389-17.2% | $142,382-52.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 19.75% | 25.74%-6.0pp | 28.67%-8.9pp | 217.08%-197.3pp |
| Employer contribution / active EE | $8,704 | $2,991+191.0% | $2,517+245.8% | $4,299+102.5% |
| Participant deferral / active EE | $4,833 | $4,809+0.5% | $4,155+16.3% | $6,507-25.7% |
| Admin fee / account holder | $415 | $8,563-95.1% | $7,231-94.3% | $12,624-96.7% |