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 7-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 | $89,866 | $152,587-41.1% | $125,175-28.2% | $152,861-41.2% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 22.32% | 54.84%-32.5pp | 43.79%-21.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $12,060 | $4,946+143.8% | $3,865+212.0% | $4,762+153.2% |
| Participant deferral / active EE | $9,070 | $5,868+54.6% | $4,937+83.7% | $5,850+55.0% |
| Admin fee / account holder | $869 | $13,434-93.5% | $9,702-91.0% | $11,596-92.5% |