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 | $39,888 | $148,534-73.1% | $135,903-70.6% | $139,434-71.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 15.77% | 79.19%-63.4pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,327 | $5,243-36.5% | $4,856-31.5% | $4,751-30.0% |
| Participant deferral / active EE | $6,263 | $8,100-22.7% | $7,758-19.3% | $6,710-6.7% |
| Admin fee / account holder | $589 | $12,400-95.3% | $10,762-94.5% | $11,403-94.8% |