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 | $48,535 | $74,888-35.2% | $71,209-31.8% | $142,382-65.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 17.25% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $6,690 | $2,854+134.4% | $2,721+145.9% | $4,299+55.6% |
| Participant deferral / active EE | $8,841 | $4,454+98.5% | $4,175+111.8% | $6,507+35.9% |
| Admin fee / account holder | $7,907 | $5,568+42.0% | $5,349+47.8% | $12,624-37.4% |