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 | $82,235 | $124,281-33.8% | $109,143-24.7% | $167,490-50.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 14.68% | 26.04%-11.4pp | 25.75%-11.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,569 | $4,207-62.7% | $3,722-57.8% | $4,837-67.6% |
| Participant deferral / active EE | $2,758 | $5,255-47.5% | $4,653-40.7% | $6,341-56.5% |
| Admin fee / account holder | $1,154 | $7,970-85.5% | $6,752-82.9% | $12,309-90.6% |