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 | $56,930 | $106,515-46.6% | $96,683-41.1% | $139,434-59.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 20.47% | 38.43%-18.0pp | 35.69%-15.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,183 | $4,103-71.2% | $3,737-68.4% | $4,751-75.1% |
| Participant deferral / active EE | $5,721 | $5,454+4.9% | $4,878+17.3% | $6,710-14.7% |
| Admin fee / account holder | $305 | $7,877-96.1% | $6,730-95.5% | $11,403-97.3% |