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 | $74,169 | $183,592-59.6% | $155,567-52.3% | $145,959-49.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.13% | 61.24%-50.1pp | 64.74%-53.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,774 | $5,315-66.6% | $4,674-62.1% | $4,661-61.9% |
| Participant deferral / active EE | $6,382 | $6,464-1.3% | $5,628+13.4% | $6,689-4.6% |
| Admin fee / account holder | $1,148 | $19,318-94.1% | $15,916-92.8% | $13,398-91.4% |