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 | $53,148 | $93,571-43.2% | $135,903-60.9% | $75,163-29.3% |
| Participation rate | 96.9% | 75.2%+21.8pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 18.93% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $3,053 | $3,537-13.7% | $4,856-37.1% | $2,670+14.3% |
| Participant deferral / active EE | $6,934 | $6,404+8.3% | $7,758-10.6% | $4,125+68.1% |
| Admin fee / account holder | $1,282 | $6,975-81.6% | $10,762-88.1% | $5,651-77.3% |