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 | $62,527 | $77,899-19.7% | $149,673-58.2% | $75,163-16.8% |
| Participation rate | 71.4% | 65.6%+5.8pp | 78.8%-7.3pp | 67.2%+4.2pp |
| Annual return | 15.49% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $3,338 | $3,137+6.4% | $4,818-30.7% | $2,670+25.0% |
| Participant deferral / active EE | $3,470 | $3,411+1.7% | $5,680-38.9% | $4,125-15.9% |
| Admin fee / account holder | $1,259 | $5,956-78.9% | $13,210-90.5% | $5,651-77.7% |