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 | $151,983 | $197,591-23.1% | $177,821-14.5% | $158,922-4.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 13.67% | 58.76%-45.1pp | 48.32%-34.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,824 | $6,697-57.8% | $5,918-52.3% | $4,761-40.7% |
| Participant deferral / active EE | $3,857 | $8,405-54.1% | $7,714-50.0% | $5,982-35.5% |
| Admin fee / account holder | $783 | $15,399-94.9% | $12,427-93.7% | $11,246-93.0% |