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 | $65,744 | $107,334-38.7% | $92,893-29.2% | $152,861-57.0% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 17.18% | 145.58%-128.4pp | 109.41%-92.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,456 | $4,221-65.5% | $3,653-60.1% | $4,762-69.4% |
| Participant deferral / active EE | $3,752 | $4,845-22.6% | $4,236-11.4% | $5,850-35.9% |
| Admin fee / account holder | $428 | $7,079-94.0% | $5,794-92.6% | $11,596-96.3% |