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 | $123,669 | $159,602-22.5% | $150,045-17.6% | $142,382-13.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 17.68% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,199 | $4,961-15.4% | $4,693-10.5% | $4,299-2.3% |
| Participant deferral / active EE | $11,551 | $8,310+39.0% | $7,997+44.4% | $6,507+77.5% |
| Admin fee / account holder | $2,799 | $14,846-81.1% | $13,435-79.2% | $12,624-77.8% |