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 | $54,245 | $162,781-66.7% | $133,956-59.5% | $158,922-65.9% |
| Participation rate | 84.2% | 83.2%+1.0pp | 79.8%+4.4pp | 82.0%+2.3pp |
| Annual return | 13.48% | 41.94%-28.5pp | 45.09%-31.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,504 | $4,975-49.7% | $3,919-36.1% | $4,761-47.4% |
| Participant deferral / active EE | $5,470 | $5,911-7.5% | $5,048+8.4% | $5,982-8.6% |
| Admin fee / account holder | $585 | $11,736-95.0% | $8,927-93.4% | $11,246-94.8% |