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 | $44,692 | $115,770-61.4% | $101,248-55.9% | $158,922-71.9% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 14.04% | 56.14%-42.1pp | 46.47%-32.4pp | 302.83%-288.8pp |
| Employer contribution / active EE | $5,659 | $4,175+35.6% | $3,660+54.6% | $4,761+18.9% |
| Participant deferral / active EE | $4,938 | $4,957-0.4% | $4,370+13.0% | $5,982-17.5% |
| Admin fee / account holder | $2,329 | $7,245-67.9% | $5,945-60.8% | $11,246-79.3% |