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 | $76,324 | $179,726-57.5% | $156,263-51.2% | $142,382-46.4% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 13.11% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,167 | $5,069-17.8% | $4,333-3.8% | $4,299-3.1% |
| Participant deferral / active EE | $3,158 | $6,956-54.6% | $6,158-48.7% | $6,507-51.5% |
| Admin fee / account holder | $773 | $17,272-95.5% | $14,255-94.6% | $12,624-93.9% |