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 | $48,129 | $159,602-69.8% | $150,045-67.9% | $142,382-66.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 15.48% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,829 | $4,961-22.8% | $4,693-18.4% | $4,299-10.9% |
| Participant deferral / active EE | $7,074 | $8,310-14.9% | $7,997-11.5% | $6,507+8.7% |
| Admin fee / account holder | $12,106 | $14,846-18.5% | $13,435-9.9% | $12,624-4.1% |