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 | $83,676 | $159,602-47.6% | $150,045-44.2% | $142,382-41.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 21.87% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $20,557 | $4,961+314.4% | $4,693+338.0% | $4,299+378.2% |
| Participant deferral / active EE | $23,093 | $8,310+177.9% | $7,997+188.8% | $6,507+254.9% |
| Admin fee / account holder | $6,053 | $14,846-59.2% | $13,435-54.9% | $12,624-52.0% |