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 | $98,243 | $185,822-47.1% | $169,993-42.2% | $139,434-29.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 23.20% | 60.50%-37.3pp | 53.37%-30.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $4,139 | $7,590-45.5% | $6,785-39.0% | $4,751-12.9% |
| Participant deferral / active EE | $7,439 | $11,622-36.0% | $10,408-28.5% | $6,710+10.9% |
| Admin fee / account holder | $4,467 | $15,381-71.0% | $12,815-65.1% | $11,403-60.8% |