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 | $92,902 | $117,983-21.3% | $101,794-8.7% | $142,382-34.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 18.92% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $752 | $2,773-72.9% | $2,289-67.2% | $4,299-82.5% |
| Participant deferral / active EE | $2,632 | $4,714-44.2% | $4,084-35.5% | $6,507-59.5% |
| Admin fee / account holder | $900 | $10,433-91.4% | $8,777-89.7% | $12,624-92.9% |