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 | $80,205 | $177,572-54.8% | $154,803-48.2% | $142,382-43.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 18.92% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $6,818 | $4,810+41.7% | $4,305+58.3% | $4,299+58.6% |
| Participant deferral / active EE | $6,243 | $6,272-0.5% | $5,540+12.7% | $6,507-4.1% |
| Admin fee / account holder | $847 | $16,786-95.0% | $14,329-94.1% | $12,624-93.3% |