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 | $59,177 | $159,602-62.9% | $150,045-60.6% | $142,382-58.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 14.37% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,560 | $4,961-48.4% | $4,693-45.4% | $4,299-40.5% |
| Participant deferral / active EE | $6,457 | $8,310-22.3% | $7,997-19.3% | $6,507-0.8% |
| Admin fee / account holder | $7,850 | $14,846-47.1% | $13,435-41.6% | $12,624-37.8% |