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 | $25,257 | $77,164-67.3% | $178,014-85.8% | $80,874-68.8% |
| Participation rate | 81.5% | 65.7%+15.8pp | 77.1%+4.4pp | 67.6%+13.8pp |
| Annual return | 25.05% | 18.09%+7.0pp | 294.80%-269.8pp | 35.62%-10.6pp |
| Employer contribution / active EE | $2,453 | $2,288+7.2% | $3,950-37.9% | $2,756-11.0% |
| Participant deferral / active EE | $4,493 | $4,408+1.9% | $6,276-28.4% | $4,297+4.6% |
| Admin fee / account holder | $820 | $7,164-88.5% | $10,362-92.1% | $6,935-88.2% |