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 | $102,101 | $106,515-4.1% | $96,683+5.6% | $139,434-26.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 24.29% | 38.43%-14.1pp | 35.69%-11.4pp | 372.94%-348.7pp |
| Employer contribution / active EE | $2,197 | $4,103-46.5% | $3,737-41.2% | $4,751-53.8% |
| Participant deferral / active EE | $7,661 | $5,454+40.5% | $4,878+57.0% | $6,710+14.2% |
| Admin fee / account holder | $371 | $7,877-95.3% | $6,730-94.5% | $11,403-96.7% |