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 | $83,334 | $140,940-40.9% | $112,229-25.7% | $139,434-40.2% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 19.49% | 32.71%-13.2pp | 30.20%-10.7pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,305 | $4,283-46.2% | $3,430-32.8% | $4,751-51.5% |
| Participant deferral / active EE | $3,116 | $5,874-47.0% | $4,798-35.1% | $6,710-53.6% |
| Admin fee / account holder | $407 | $9,954-95.9% | $7,748-94.7% | $11,403-96.4% |