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 | $67,988 | $152,587-55.4% | $125,175-45.7% | $152,861-55.5% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 17.71% | 54.84%-37.1pp | 43.79%-26.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,824 | $4,946-63.1% | $3,865-52.8% | $4,762-61.7% |
| Participant deferral / active EE | $7,935 | $5,868+35.2% | $4,937+60.7% | $5,850+35.6% |
| Admin fee / account holder | $3,578 | $13,434-73.4% | $9,702-63.1% | $11,596-69.1% |