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 7-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 | $89,337 | $154,228-42.1% | $145,433-38.6% | $137,256-34.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.75% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $6,713 | $4,804+39.7% | $4,554+47.4% | $4,156+61.5% |
| Participant deferral / active EE | $6,530 | $8,216-20.5% | $7,897-17.3% | $6,407+1.9% |
| Admin fee / account holder | $459 | $14,344-96.8% | $13,129-96.5% | $12,270-96.3% |