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 | $75,875 | $159,602-52.5% | $150,045-49.4% | $142,382-46.7% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 18.65% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,642 | $4,961-26.6% | $4,693-22.4% | $4,299-15.3% |
| Participant deferral / active EE | $8,568 | $8,310+3.1% | $7,997+7.1% | $6,507+31.7% |
| Admin fee / account holder | $587 | $14,846-96.0% | $13,435-95.6% | $12,624-95.4% |