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 9-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 | $58,906 | $106,515-44.7% | $96,683-39.1% | $139,434-57.8% |
| Participation rate | 82.6% | 77.8%+4.8pp | 74.3%+8.3pp | 80.3%+2.3pp |
| Annual return | 19.20% | 38.43%-19.2pp | 35.69%-16.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,624 | $4,103-11.7% | $3,737-3.0% | $4,751-23.7% |
| Participant deferral / active EE | $7,862 | $5,454+44.1% | $4,878+61.2% | $6,710+17.2% |
| Admin fee / account holder | $479 | $7,877-93.9% | $6,730-92.9% | $11,403-95.8% |