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 | $39,714 | $177,572-77.6% | $154,803-74.3% | $142,382-72.1% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 19.34% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,482 | $4,810-69.2% | $4,305-65.6% | $4,299-65.5% |
| Participant deferral / active EE | $5,572 | $6,272-11.2% | $5,540+0.6% | $6,507-14.4% |
| Admin fee / account holder | $1,802 | $16,786-89.3% | $14,329-87.4% | $12,624-85.7% |