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 | $99,764 | $177,572-43.8% | $154,803-35.6% | $142,382-29.9% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 17.54% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,849 | $4,810-40.8% | $4,305-33.8% | $4,299-33.7% |
| Participant deferral / active EE | $7,023 | $6,272+12.0% | $5,540+26.8% | $6,507+7.9% |
| Admin fee / account holder | $2,840 | $16,786-83.1% | $14,329-80.2% | $12,624-77.5% |