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 7-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 | $39,589 | $148,534-73.3% | $135,903-70.9% | $139,434-71.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 20.91% | 79.19%-58.3pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $4,201 | $5,243-19.9% | $4,856-13.5% | $4,751-11.6% |
| Participant deferral / active EE | $8,949 | $8,100+10.5% | $7,758+15.4% | $6,710+33.4% |
| Admin fee / account holder | $1,972 | $12,400-84.1% | $10,762-81.7% | $11,403-82.7% |