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 | $105,393 | $127,065-17.1% | $113,168-6.9% | $142,382-26.0% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 16.56% | 24.03%-7.5pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,230 | $3,442-6.2% | $2,975+8.5% | $4,299-24.9% |
| Participant deferral / active EE | $10,591 | $5,716+85.3% | $5,107+107.4% | $6,507+62.8% |
| Admin fee / account holder | $1,568 | $15,736-90.0% | $12,068-87.0% | $12,624-87.6% |