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 | $74,634 | $112,096-33.4% | $95,952-22.2% | $158,922-53.0% |
| Participation rate | 76.5% | 79.0%-2.5pp | 77.1%-0.6pp | 82.0%-5.5pp |
| Annual return | 14.12% | 171.09%-157.0pp | 91.61%-77.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $3,105 | $3,198-2.9% | $2,541+22.2% | $4,761-34.8% |
| Participant deferral / active EE | $5,563 | $4,784+16.3% | $4,167+33.5% | $5,982-7.0% |
| Admin fee / account holder | $25,611 | $10,130+152.8% | $6,795+276.9% | $11,246+127.7% |