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 5-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 | $42,943 | $159,602-73.1% | $150,045-71.4% | $142,382-69.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.40% | 70.24%-49.8pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,186 | $4,961-55.9% | $4,693-53.4% | $4,299-49.2% |
| Participant deferral / active EE | $5,253 | $8,310-36.8% | $7,997-34.3% | $6,507-19.3% |
| Admin fee / account holder | $306 | $14,846-97.9% | $13,435-97.7% | $12,624-97.6% |