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 | $82,656 | $154,228-46.4% | $145,433-43.2% | $137,256-39.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 20.36% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,628 | $4,804-66.1% | $4,554-64.3% | $4,156-60.8% |
| Participant deferral / active EE | $7,049 | $8,216-14.2% | $7,897-10.7% | $6,407+10.0% |
| Admin fee / account holder | $1,221 | $14,344-91.5% | $13,129-90.7% | $12,270-90.0% |