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 | $64,563 | $179,726-64.1% | $156,263-58.7% | $142,382-54.7% |
| Participation rate | 84.2% | 82.1%+2.1pp | 78.9%+5.3pp | 80.1%+4.1pp |
| Annual return | 16.62% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,196 | $5,069-56.7% | $4,333-49.3% | $4,299-48.9% |
| Participant deferral / active EE | $5,522 | $6,956-20.6% | $6,158-10.3% | $6,507-15.1% |
| Admin fee / account holder | $3,482 | $17,272-79.8% | $14,255-75.6% | $12,624-72.4% |