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 | $103,211 | $177,572-41.9% | $154,803-33.3% | $142,382-27.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 14.13% | 65.07%-50.9pp | 58.88%-44.8pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,156 | $4,810-55.2% | $4,305-49.9% | $4,299-49.9% |
| Participant deferral / active EE | $7,554 | $6,272+20.4% | $5,540+36.3% | $6,507+16.1% |
| Admin fee / account holder | $504 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |