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 | $57,515 | $183,519-68.7% | $155,509-63.0% | $145,922-60.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 12.10% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,281 | $5,313-75.9% | $4,672-72.6% | $4,660-72.5% |
| Participant deferral / active EE | $3,308 | $6,462-48.8% | $5,626-41.2% | $6,688-50.5% |
| Admin fee / account holder | $667 | $19,313-96.5% | $15,912-95.8% | $13,397-95.0% |