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 | $86,434 | $127,065-32.0% | $113,168-23.6% | $142,382-39.3% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 15.53% | 24.03%-8.5pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,172 | $3,442-7.9% | $2,975+6.6% | $4,299-26.2% |
| Participant deferral / active EE | $7,384 | $5,716+29.2% | $5,107+44.6% | $6,507+13.5% |
| Admin fee / account holder | $1,365 | $15,736-91.3% | $12,068-88.7% | $12,624-89.2% |