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 | $80,205 | $172,111-53.4% | $150,298-46.6% | $137,256-41.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.92% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $6,818 | $4,636+47.0% | $4,154+64.1% | $4,156+64.0% |
| Participant deferral / active EE | $6,243 | $6,166+1.3% | $5,453+14.5% | $6,407-2.6% |
| Admin fee / account holder | $847 | $16,471-94.9% | $14,116-94.0% | $12,270-93.1% |