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 | $120,703 | $148,534-18.7% | $135,903-11.2% | $139,434-13.4% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 16.70% | 79.19%-62.5pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $7,838 | $5,243+49.5% | $4,856+61.4% | $4,751+65.0% |
| Participant deferral / active EE | $4,456 | $8,100-45.0% | $7,758-42.6% | $6,710-33.6% |
| Admin fee / account holder | $952 | $12,400-92.3% | $10,762-91.2% | $11,403-91.6% |