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 | $71,453 | $183,592-61.1% | $155,567-54.1% | $145,959-51.0% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 14.46% | 61.24%-46.8pp | 64.74%-50.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $2,257 | $5,315-57.5% | $4,674-51.7% | $4,661-51.6% |
| Participant deferral / active EE | $5,919 | $6,464-8.4% | $5,628+5.2% | $6,689-11.5% |
| Admin fee / account holder | $2,988 | $19,318-84.5% | $15,916-81.2% | $13,398-77.7% |