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 7-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 | $63,209 | $162,781-61.2% | $133,956-52.8% | $158,922-60.2% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 57.26% | 41.94%+15.3pp | 45.09%+12.2pp | 302.83%-245.6pp |
| Employer contribution / active EE | $2,705 | $4,975-45.6% | $3,919-31.0% | $4,761-43.2% |
| Participant deferral / active EE | $8,150 | $5,911+37.9% | $5,048+61.5% | $5,982+36.2% |
| Admin fee / account holder | $3,586 | $11,736-69.4% | $8,927-59.8% | $11,246-68.1% |