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 | $26,784 | $93,571-71.4% | $135,903-80.3% | $75,163-64.4% |
| Participation rate | 75.6% | 75.2%+0.4pp | 81.9%-6.3pp | 67.2%+8.4pp |
| Annual return | 25.44% | 30.90%-5.5pp | 68.23%-42.8pp | 160.62%-135.2pp |
| Employer contribution / active EE | $3,846 | $3,537+8.7% | $4,856-20.8% | $2,670+44.0% |
| Participant deferral / active EE | $7,494 | $6,404+17.0% | $7,758-3.4% | $4,125+81.7% |
| Admin fee / account holder | $3,275 | $6,975-53.0% | $10,762-69.6% | $5,651-42.0% |