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 | $44,135 | $177,572-75.1% | $154,803-71.5% | $142,382-69.0% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 13.84% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $7,824 | $4,810+62.6% | $4,305+81.7% | $4,299+82.0% |
| Participant deferral / active EE | $5,056 | $6,272-19.4% | $5,540-8.7% | $6,507-22.3% |
| Admin fee / account holder | $8,352 | $16,786-50.2% | $14,329-41.7% | $12,624-33.8% |