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 6-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 | $93,765 | $177,572-47.2% | $154,803-39.4% | $142,382-34.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 16.14% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $898 | $4,810-81.3% | $4,305-79.1% | $4,299-79.1% |
| Participant deferral / active EE | $7,811 | $6,272+24.6% | $5,540+41.0% | $6,507+20.0% |
| Admin fee / account holder | $1,284 | $16,786-92.3% | $14,329-91.0% | $12,624-89.8% |