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 7-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 | $55,496 | $124,425-55.4% | $112,040-50.5% | $137,256-59.6% |
| Participation rate | 86.4% | 79.3%+7.1pp | 76.5%+9.9pp | 80.0%+6.4pp |
| Annual return | 21.37% | 24.72%-3.3pp | 24.52%-3.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,343 | $3,411-31.3% | $2,954-20.7% | $4,156-43.6% |
| Participant deferral / active EE | $5,233 | $5,718-8.5% | $5,098+2.7% | $6,407-18.3% |
| Admin fee / account holder | $7,132 | $15,207-53.1% | $12,098-41.1% | $12,270-41.9% |