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 | $85,994 | $185,822-53.7% | $169,993-49.4% | $139,434-38.3% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 18.74% | 60.50%-41.8pp | 53.37%-34.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $3,448 | $7,590-54.6% | $6,785-49.2% | $4,751-27.4% |
| Participant deferral / active EE | $10,179 | $11,622-12.4% | $10,408-2.2% | $6,710+51.7% |
| Admin fee / account holder | $1,870 | $15,381-87.8% | $12,815-85.4% | $11,403-83.6% |