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 | $63,829 | $185,822-65.7% | $169,993-62.5% | $139,434-54.2% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 19.28% | 60.50%-41.2pp | 53.37%-34.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,740 | $7,590-63.9% | $6,785-59.6% | $4,751-42.3% |
| Participant deferral / active EE | $7,938 | $11,622-31.7% | $10,408-23.7% | $6,710+18.3% |
| Admin fee / account holder | $976 | $15,381-93.7% | $12,815-92.4% | $11,403-91.4% |