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 | $37,549 | $106,515-64.7% | $96,683-61.2% | $139,434-73.1% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 17.09% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,334 | $4,103-43.1% | $3,737-37.5% | $4,751-50.9% |
| Participant deferral / active EE | $4,723 | $5,454-13.4% | $4,878-3.2% | $6,710-29.6% |
| Admin fee / account holder | $2,132 | $7,877-72.9% | $6,730-68.3% | $11,403-81.3% |