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 | $99,921-81.4% | $85,009-78.2% | $145,959-87.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 16.72% | 83.89%-67.2pp | 66.47%-49.8pp | 561.95%-545.2pp |
| Employer contribution / active EE | $1,536 | $3,233-52.5% | $2,728-43.7% | $4,661-67.0% |
| Participant deferral / active EE | $3,594 | $5,293-32.1% | $4,522-20.5% | $6,689-46.3% |
| Admin fee / account holder | $1,389 | $7,252-80.8% | $6,153-77.4% | $13,398-89.6% |