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 | $28,284 | $89,355-68.3% | $141,162-80.0% | $72,985-61.2% |
| Participation rate | 73.2% | 75.1%-1.9pp | 82.5%-9.3pp | 69.5%+3.7pp |
| Annual return | 88.06% | 111.85%-23.8pp | 71.39%+16.7pp | 81.00%+7.1pp |
| Employer contribution / active EE | $1,210 | $3,114-61.1% | $4,735-74.4% | $2,440-50.4% |
| Participant deferral / active EE | $7,011 | $5,418+29.4% | $6,709+4.5% | $3,607+94.4% |
| Admin fee / account holder | $465 | $5,958-92.2% | $10,261-95.5% | $5,124-90.9% |