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 | $41,053 | $159,602-74.3% | $150,045-72.6% | $142,382-71.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.45% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,492 | $4,961-49.8% | $4,693-46.9% | $4,299-42.0% |
| Participant deferral / active EE | $5,254 | $8,310-36.8% | $7,997-34.3% | $6,507-19.3% |
| Admin fee / account holder | $553 | $14,846-96.3% | $13,435-95.9% | $12,624-95.6% |