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 | $35,605 | $106,515-66.6% | $96,683-63.2% | $139,434-74.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 21.88% | 38.43%-16.5pp | 35.69%-13.8pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,439 | $4,103-40.5% | $3,737-34.7% | $4,751-48.7% |
| Participant deferral / active EE | $4,360 | $5,454-20.1% | $4,878-10.6% | $6,710-35.0% |
| Admin fee / account holder | $5,187 | $7,877-34.1% | $6,730-22.9% | $11,403-54.5% |