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 | $44,651 | $177,572-74.9% | $154,803-71.2% | $142,382-68.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 11.51% | 65.07%-53.6pp | 58.88%-47.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,239 | $4,810-74.2% | $4,305-71.2% | $4,299-71.2% |
| Participant deferral / active EE | $2,424 | $6,272-61.3% | $5,540-56.2% | $6,507-62.7% |
| Admin fee / account holder | $428 | $16,786-97.5% | $14,329-97.0% | $12,624-96.6% |