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 | $53,681 | $106,515-49.6% | $96,683-44.5% | $139,434-61.5% |
| Participation rate | 79.2% | 77.8%+1.3pp | 74.3%+4.8pp | 80.3%-1.2pp |
| Annual return | 19.93% | 38.43%-18.5pp | 35.69%-15.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,332 | $4,103-43.2% | $3,737-37.6% | $4,751-50.9% |
| Participant deferral / active EE | $5,479 | $5,454+0.5% | $4,878+12.3% | $6,710-18.3% |
| Admin fee / account holder | $475 | $7,877-94.0% | $6,730-92.9% | $11,403-95.8% |