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 | $65,953 | $107,334-38.6% | $92,893-29.0% | $152,861-56.9% |
| Participation rate | 76.5% | 79.8%-3.3pp | 76.0%+0.5pp | 82.4%-6.0pp |
| Annual return | 24.75% | 145.58%-120.8pp | 109.41%-84.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,651 | $4,221-37.2% | $3,653-27.4% | $4,762-44.3% |
| Participant deferral / active EE | $4,255 | $4,845-12.2% | $4,236+0.4% | $5,850-27.3% |
| Admin fee / account holder | $477 | $7,079-93.3% | $5,794-91.8% | $11,596-95.9% |