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 | $52,886 | $107,452-50.8% | $91,541-42.2% | $142,382-62.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 16.95% | 22.06%-5.1pp | 20.50%-3.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,716 | $2,994-42.7% | $2,505-31.5% | $4,299-60.1% |
| Participant deferral / active EE | $5,441 | $4,754+14.4% | $4,008+35.7% | $6,507-16.4% |
| Admin fee / account holder | $1,942 | $8,834-78.0% | $6,956-72.1% | $12,624-84.6% |