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 | $54,899 | $152,587-64.0% | $125,175-56.1% | $152,861-64.1% |
| Participation rate | 79.2% | 83.3%-4.2pp | 79.8%-0.6pp | 82.4%-3.3pp |
| Annual return | 29.28% | 54.84%-25.6pp | 43.79%-14.5pp | 345.32%-316.0pp |
| Employer contribution / active EE | $1,398 | $4,946-71.7% | $3,865-63.8% | $4,762-70.7% |
| Participant deferral / active EE | $3,006 | $5,868-48.8% | $4,937-39.1% | $5,850-48.6% |
| Admin fee / account holder | $837 | $13,434-93.8% | $9,702-91.4% | $11,596-92.8% |