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 | $81,254 | $177,572-54.2% | $154,803-47.5% | $142,382-42.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 18.37% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,218 | $4,810-12.3% | $4,305-2.0% | $4,299-1.9% |
| Participant deferral / active EE | $9,667 | $6,272+54.1% | $5,540+74.5% | $6,507+48.6% |
| Admin fee / account holder | $2,146 | $16,786-87.2% | $14,329-85.0% | $12,624-83.0% |