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 | $55,231 | $177,572-68.9% | $154,803-64.3% | $142,382-61.2% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 18.37% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,890 | $4,810-19.1% | $4,305-9.7% | $4,299-9.5% |
| Participant deferral / active EE | $5,398 | $6,272-13.9% | $5,540-2.6% | $6,507-17.0% |
| Admin fee / account holder | $1,573 | $16,786-90.6% | $14,329-89.0% | $12,624-87.5% |