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 | $68,842 | $154,228-55.4% | $145,433-52.7% | $137,256-49.8% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 17.26% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,629 | $4,804-45.3% | $4,554-42.3% | $4,156-36.7% |
| Participant deferral / active EE | $5,469 | $8,216-33.4% | $7,897-30.7% | $6,407-14.6% |
| Admin fee / account holder | $1,768 | $14,344-87.7% | $13,129-86.5% | $12,270-85.6% |