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 | $56,299 | $108,919-48.3% | $100,391-43.9% | $145,922-61.4% |
| Participation rate | 81.8% | 82.9%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 11.79% | 57.88%-46.1pp | 49.20%-37.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $9,336 | $8,445+10.5% | $8,082+15.5% | $6,688+39.6% |
| Admin fee / account holder | $1,826 | $9,689-81.2% | $7,899-76.9% | $13,397-86.4% |