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 | $64,957 | $148,534-56.3% | $135,903-52.2% | $139,434-53.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.74% | 79.19%-57.5pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,860 | $5,243-45.5% | $4,856-41.1% | $4,751-39.8% |
| Participant deferral / active EE | $18,247 | $8,100+125.3% | $7,758+135.2% | $6,710+171.9% |
| Admin fee / account holder | $519 | $12,400-95.8% | $10,762-95.2% | $11,403-95.4% |