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 | $90,182 | $114,381-21.2% | $107,525-16.1% | $142,382-36.7% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 13.62% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,366 | $4,015-41.1% | $3,754-37.0% | $4,299-45.0% |
| Participant deferral / active EE | $5,134 | $5,564-7.7% | $5,116+0.4% | $6,507-21.1% |
| Admin fee / account holder | $982 | $9,860-90.0% | $8,919-89.0% | $12,624-92.2% |