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 | $120,801 | $217,402-44.4% | $185,823-35.0% | $167,490-27.9% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 10.89% | 148.36%-137.5pp | 122.05%-111.2pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,411 | $5,873-76.0% | $5,167-72.7% | $4,837-70.8% |
| Participant deferral / active EE | $6,739 | $6,356+6.0% | $5,568+21.0% | $6,341+6.3% |
| Admin fee / account holder | $18,709 | $19,811-5.6% | $16,237+15.2% | $12,309+52.0% |