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 9-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 | $83,417 | $154,228-45.9% | $145,433-42.6% | $137,256-39.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.31% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $4,319 | $4,804-10.1% | $4,554-5.2% | $4,156+3.9% |
| Participant deferral / active EE | $8,366 | $8,216+1.8% | $7,897+5.9% | $6,407+30.6% |
| Admin fee / account holder | $1,709 | $14,344-88.1% | $13,129-87.0% | $12,270-86.1% |