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 | $80,574 | $166,020-51.5% | $164,866-51.1% | $145,959-44.8% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 14.06% | 100.08%-86.0pp | 69.97%-55.9pp | 561.95%-547.9pp |
| Employer contribution / active EE | $3,921 | $5,275-25.7% | $4,343-9.7% | $4,661-15.9% |
| Participant deferral / active EE | $9,374 | $6,961+34.7% | $6,033+55.4% | $6,689+40.2% |
| Admin fee / account holder | $3,473 | $16,644-79.1% | $12,689-72.6% | $13,398-74.1% |