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 | $66,549 | $152,587-56.4% | $125,175-46.8% | $152,861-56.5% |
| Participation rate | 81.0% | 83.3%-2.4pp | 79.8%+1.2pp | 82.4%-1.5pp |
| Annual return | 21.30% | 54.84%-33.5pp | 43.79%-22.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,152 | $4,946-76.7% | $3,865-70.2% | $4,762-75.8% |
| Participant deferral / active EE | $3,725 | $5,868-36.5% | $4,937-24.5% | $5,850-36.3% |
| Admin fee / account holder | $22,372 | $13,434+66.5% | $9,702+130.6% | $11,596+92.9% |