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 | $68,387 | $106,515-35.8% | $96,683-29.3% | $139,434-51.0% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 17.24% | 38.43%-21.2pp | 35.69%-18.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,957 | $4,103-3.6% | $3,737+5.9% | $4,751-16.7% |
| Participant deferral / active EE | $7,119 | $5,454+30.5% | $4,878+45.9% | $6,710+6.1% |
| Admin fee / account holder | $979 | $7,877-87.6% | $6,730-85.5% | $11,403-91.4% |