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 | $54,639 | $179,726-69.6% | $156,263-65.0% | $142,382-61.6% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 14.40% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,499 | $5,069-50.7% | $4,333-42.3% | $4,299-41.9% |
| Participant deferral / active EE | $5,260 | $6,956-24.4% | $6,158-14.6% | $6,507-19.2% |
| Admin fee / account holder | $959 | $17,272-94.4% | $14,255-93.3% | $12,624-92.4% |