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 8-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 | $106,141 | $165,335-35.8% | $149,696-29.1% | $158,922-33.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 13.26% | 348.15%-334.9pp | 276.60%-263.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $3,321 | $5,103-34.9% | $4,644-28.5% | $4,761-30.2% |
| Participant deferral / active EE | $8,052 | $7,181+12.1% | $6,842+17.7% | $5,982+34.6% |
| Admin fee / account holder | $631 | $10,807-94.2% | $9,309-93.2% | $11,246-94.4% |