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 | $92,631 | $106,515-13.0% | $96,683-4.2% | $139,434-33.6% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 26.02% | 38.43%-12.4pp | 35.69%-9.7pp | 372.94%-346.9pp |
| Employer contribution / active EE | $4,089 | $4,103-0.3% | $3,737+9.4% | $4,751-13.9% |
| Participant deferral / active EE | $10,619 | $5,454+94.7% | $4,878+117.7% | $6,710+58.2% |
| Admin fee / account holder | $1,102 | $7,877-86.0% | $6,730-83.6% | $11,403-90.3% |