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 | $18,553 | $99,877-81.4% | $84,966-78.2% | $145,922-87.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 16.72% | 83.76%-67.0pp | 66.38%-49.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,536 | $3,231-52.5% | $2,727-43.7% | $4,660-67.0% |
| Participant deferral / active EE | $3,594 | $5,291-32.1% | $4,519-20.5% | $6,688-46.3% |
| Admin fee / account holder | $1,389 | $7,248-80.8% | $6,149-77.4% | $13,397-89.6% |