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 4-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 | $76,575 | $117,983-35.1% | $101,794-24.8% | $142,382-46.2% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 19.58% | 36.92%-17.3pp | 30.53%-10.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,040 | $2,773+9.6% | $2,289+32.8% | $4,299-29.3% |
| Participant deferral / active EE | $8,234 | $4,714+74.7% | $4,084+101.6% | $6,507+26.5% |
| Admin fee / account holder | $556 | $10,433-94.7% | $8,777-93.7% | $12,624-95.6% |