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 | $141,736 | $183,519-22.8% | $155,509-8.9% | $145,922-2.9% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 9.49% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,910 | $5,313-64.0% | $4,672-59.1% | $4,660-59.0% |
| Participant deferral / active EE | $4,770 | $6,462-26.2% | $5,626-15.2% | $6,688-28.7% |
| Admin fee / account holder | $624 | $19,313-96.8% | $15,912-96.1% | $13,397-95.3% |