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 | $79,610 | $115,770-31.2% | $101,248-21.4% | $158,922-49.9% |
| Participation rate | 78.9% | 79.4%-0.4pp | 75.8%+3.1pp | 82.0%-3.0pp |
| Annual return | 39.93% | 56.14%-16.2pp | 46.47%-6.5pp | 302.83%-262.9pp |
| Employer contribution / active EE | $2,687 | $4,175-35.6% | $3,660-26.6% | $4,761-43.6% |
| Participant deferral / active EE | $7,085 | $4,957+42.9% | $4,370+62.1% | $5,982+18.4% |
| Admin fee / account holder | $1,332 | $7,245-81.6% | $5,945-77.6% | $11,246-88.2% |