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 | $65,611 | $111,754-41.3% | $103,333-36.5% | $145,922-55.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 15.36% | 24.77%-9.4pp | 24.88%-9.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,715 | $4,212-35.6% | $3,868-29.8% | $4,660-41.7% |
| Participant deferral / active EE | $6,662 | $5,619+18.6% | $5,057+31.7% | $6,688-0.4% |
| Admin fee / account holder | $1,574 | $9,750-83.9% | $8,355-81.2% | $13,397-88.2% |