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 | $92,065 | $154,228-40.3% | $145,433-36.7% | $137,256-32.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 18.05% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,431 | $4,804-7.8% | $4,554-2.7% | $4,156+6.6% |
| Participant deferral / active EE | $10,810 | $8,216+31.6% | $7,897+36.9% | $6,407+68.7% |
| Admin fee / account holder | $782 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |