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 | $77,485 | $148,534-47.8% | $135,903-43.0% | $139,434-44.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 18.90% | 79.19%-60.3pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $4,865 | $5,243-7.2% | $4,856+0.2% | $4,751+2.4% |
| Participant deferral / active EE | $10,509 | $8,100+29.7% | $7,758+35.5% | $6,710+56.6% |
| Admin fee / account holder | $654 | $12,400-94.7% | $10,762-93.9% | $11,403-94.3% |