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 | $40,195 | $148,534-72.9% | $135,903-70.4% | $139,434-71.2% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 26.32% | 79.19%-52.9pp | 68.23%-41.9pp | 372.94%-346.6pp |
| Employer contribution / active EE | $3,200 | $5,243-39.0% | $4,856-34.1% | $4,751-32.6% |
| Participant deferral / active EE | $8,433 | $8,100+4.1% | $7,758+8.7% | $6,710+25.7% |
| Admin fee / account holder | $791 | $12,400-93.6% | $10,762-92.6% | $11,403-93.1% |