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 | $67,377 | $106,584-36.8% | $101,326-33.5% | $142,382-52.7% |
| Participation rate | 82.6% | 82.7%-0.1pp | 81.5%+1.1pp | 80.1%+2.5pp |
| Annual return | 13.48% | 36.93%-23.5pp | 36.82%-23.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,296 | $8,297+12.0% | $7,994+16.3% | $6,507+42.9% |
| Admin fee / account holder | $11,001 | $11,446-3.9% | $11,185-1.6% | $12,624-12.9% |