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 9-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 | $47,690 | $148,534-67.9% | $135,903-64.9% | $139,434-65.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.12% | 79.19%-59.1pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,887 | $5,243-25.9% | $4,856-20.0% | $4,751-18.2% |
| Participant deferral / active EE | $8,817 | $8,100+8.9% | $7,758+13.7% | $6,710+31.4% |
| Admin fee / account holder | $3,934 | $12,400-68.3% | $10,762-63.4% | $11,403-65.5% |