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 | $53,686 | $111,754-52.0% | $103,333-48.0% | $145,922-63.2% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 9.24% | 24.77%-15.5pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $7,483 | $4,212+77.6% | $3,868+93.5% | $4,660+60.6% |
| Participant deferral / active EE | $4,690 | $5,619-16.5% | $5,057-7.3% | $6,688-29.9% |
| Admin fee / account holder | $1,414 | $9,750-85.5% | $8,355-83.1% | $13,397-89.4% |