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 | $87,411 | $154,228-43.3% | $145,433-39.9% | $137,256-36.3% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 16.92% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,904 | $4,804-39.5% | $4,554-36.2% | $4,156-30.1% |
| Participant deferral / active EE | $7,908 | $8,216-3.8% | $7,897+0.1% | $6,407+23.4% |
| Admin fee / account holder | $2,556 | $14,344-82.2% | $13,129-80.5% | $12,270-79.2% |