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 | $66,431 | $127,065-47.7% | $113,168-41.3% | $142,382-53.3% |
| Participation rate | 78.6% | 79.2%-0.6pp | 76.6%+2.0pp | 80.1%-1.5pp |
| Annual return | 14.78% | 24.03%-9.3pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,436 | $3,442-29.2% | $2,975-18.1% | $4,299-43.3% |
| Participant deferral / active EE | $6,090 | $5,716+6.5% | $5,107+19.3% | $6,507-6.4% |
| Admin fee / account holder | $745 | $15,736-95.3% | $12,068-93.8% | $12,624-94.1% |