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 | $54,891 | $117,841-53.4% | $102,423-46.4% | $145,922-62.4% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 10.15% | 31.65%-21.5pp | 29.32%-19.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,671 | $3,615-26.1% | $3,023-11.7% | $4,660-42.7% |
| Participant deferral / active EE | $4,620 | $5,731-19.4% | $5,053-8.6% | $6,688-30.9% |
| Admin fee / account holder | $12,484 | $13,326-6.3% | $9,451+32.1% | $13,397-6.8% |