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 | $54,311 | $110,257-50.7% | $96,544-43.7% | $139,434-61.0% |
| Participation rate | 76.9% | 78.1%-1.2pp | 76.0%+1.0pp | 80.3%-3.4pp |
| Annual return | 24.37% | 26.32%-1.9pp | 25.84%-1.5pp | 372.94%-348.6pp |
| Employer contribution / active EE | $4,170 | $3,620+15.2% | $2,965+40.6% | $4,751-12.2% |
| Participant deferral / active EE | $6,031 | $5,548+8.7% | $4,851+24.3% | $6,710-10.1% |
| Admin fee / account holder | $2,722 | $11,591-76.5% | $8,252-67.0% | $11,403-76.1% |