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 | $62,624 | $177,572-64.7% | $154,803-59.5% | $142,382-56.0% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 12.59% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,484 | $4,810-27.6% | $4,305-19.1% | $4,299-19.0% |
| Participant deferral / active EE | $6,317 | $6,272+0.7% | $5,540+14.0% | $6,507-2.9% |
| Admin fee / account holder | $6,617 | $16,786-60.6% | $14,329-53.8% | $12,624-47.6% |