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 | $154,228-73.4% | $145,433-71.8% | $137,256-70.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 19.45% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,492 | $4,804-48.1% | $4,554-45.3% | $4,156-40.0% |
| Participant deferral / active EE | $5,254 | $8,216-36.1% | $7,897-33.5% | $6,407-18.0% |
| Admin fee / account holder | $553 | $14,344-96.1% | $13,129-95.8% | $12,270-95.5% |