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 | $92,065 | $159,602-42.3% | $150,045-38.6% | $142,382-35.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.05% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,431 | $4,961-10.7% | $4,693-5.6% | $4,299+3.1% |
| Participant deferral / active EE | $10,810 | $8,310+30.1% | $7,997+35.2% | $6,507+66.1% |
| Admin fee / account holder | $782 | $14,846-94.7% | $13,435-94.2% | $12,624-93.8% |