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 | $31,231 | $159,602-80.4% | $150,045-79.2% | $142,382-78.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 33.43% | 70.24%-36.8pp | 62.55%-29.1pp | 217.08%-183.6pp |
| Employer contribution / active EE | $2,554 | $4,961-48.5% | $4,693-45.6% | $4,299-40.6% |
| Participant deferral / active EE | $5,436 | $8,310-34.6% | $7,997-32.0% | $6,507-16.5% |
| Admin fee / account holder | $1,023 | $14,846-93.1% | $13,435-92.4% | $12,624-91.9% |