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 | $74,990 | $172,111-56.4% | $150,298-50.1% | $137,256-45.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 37.72% | 69.37%-31.7pp | 62.79%-25.1pp | 220.34%-182.6pp |
| Employer contribution / active EE | $2,671 | $4,636-42.4% | $4,154-35.7% | $4,156-35.7% |
| Participant deferral / active EE | $5,680 | $6,166-7.9% | $5,453+4.2% | $6,407-11.3% |
| Admin fee / account holder | $2,143 | $16,471-87.0% | $14,116-84.8% | $12,270-82.5% |