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 | $120,141 | $81,208+47.9% | $98,907+21.5% | $79,858+50.4% |
| Participation rate | 71.9% | 72.5%-0.6pp | 76.0%-4.1pp | 69.6%+2.2pp |
| Annual return | 11.49% | 60.99%-49.5pp | 196.43%-184.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,426 | $3,265-56.3% | $4,244-66.4% | $3,740-61.9% |
| Admin fee / account holder | $728 | $6,013-87.9% | $6,642-89.0% | $5,306-86.3% |