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 | $91,933 | $159,602-42.4% | $150,045-38.7% | $142,382-35.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 20.89% | 70.24%-49.3pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,728 | $4,961-4.7% | $4,693+0.7% | $4,299+10.0% |
| Participant deferral / active EE | $10,732 | $8,310+29.1% | $7,997+34.2% | $6,507+64.9% |
| Admin fee / account holder | $1,817 | $14,846-87.8% | $13,435-86.5% | $12,624-85.6% |