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 | $59,805 | $114,381-47.7% | $107,525-44.4% | $142,382-58.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 14.19% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,666 | $4,015-8.7% | $3,754-2.3% | $4,299-14.7% |
| Participant deferral / active EE | $5,544 | $5,564-0.4% | $5,116+8.4% | $6,507-14.8% |
| Admin fee / account holder | $3,107 | $9,860-68.5% | $8,919-65.2% | $12,624-75.4% |