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 | $24,686 | $159,602-84.5% | $150,045-83.5% | $142,382-82.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 33.27% | 70.24%-37.0pp | 62.55%-29.3pp | 217.08%-183.8pp |
| Employer contribution / active EE | $1,547 | $4,961-68.8% | $4,693-67.0% | $4,299-64.0% |
| Participant deferral / active EE | $5,395 | $8,310-35.1% | $7,997-32.5% | $6,507-17.1% |
| Admin fee / account holder | $1,865 | $14,846-87.4% | $13,435-86.1% | $12,624-85.2% |