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 | $51,910 | $106,515-51.3% | $96,683-46.3% | $139,434-62.8% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 19.48% | 38.43%-18.9pp | 35.69%-16.2pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,630 | $4,103-60.3% | $3,737-56.4% | $4,751-65.7% |
| Participant deferral / active EE | $6,465 | $5,454+18.5% | $4,878+32.5% | $6,710-3.7% |
| Admin fee / account holder | $516 | $7,877-93.4% | $6,730-92.3% | $11,403-95.5% |