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 | $57,458 | $177,572-67.6% | $154,803-62.9% | $142,382-59.6% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 17.94% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,698 | $4,810-64.7% | $4,305-60.6% | $4,299-60.5% |
| Participant deferral / active EE | $7,254 | $6,272+15.7% | $5,540+30.9% | $6,507+11.5% |
| Admin fee / account holder | $787 | $16,786-95.3% | $14,329-94.5% | $12,624-93.8% |