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 | $89,337 | $159,602-44.0% | $150,045-40.5% | $142,382-37.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 17.75% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $6,713 | $4,961+35.3% | $4,693+43.0% | $4,299+56.1% |
| Participant deferral / active EE | $6,530 | $8,310-21.4% | $7,997-18.3% | $6,507+0.3% |
| Admin fee / account holder | $459 | $14,846-96.9% | $13,435-96.6% | $12,624-96.4% |