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 | $66,504 | $148,534-55.2% | $135,903-51.1% | $139,434-52.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.86% | 79.19%-59.3pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $3,134 | $5,243-40.2% | $4,856-35.5% | $4,751-34.0% |
| Participant deferral / active EE | $8,206 | $8,100+1.3% | $7,758+5.8% | $6,710+22.3% |
| Admin fee / account holder | $404 | $12,400-96.7% | $10,762-96.2% | $11,403-96.5% |