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 3-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 | $91,233 | $172,111-47.0% | $150,298-39.3% | $137,256-33.5% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 20.20% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,533 | $4,636-23.8% | $4,154-15.0% | $4,156-15.0% |
| Participant deferral / active EE | $5,254 | $6,166-14.8% | $5,453-3.6% | $6,407-18.0% |
| Admin fee / account holder | $454 | $16,471-97.2% | $14,116-96.8% | $12,270-96.3% |