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 | $80,754 | $100,773-19.9% | $88,946-9.2% | $142,382-43.3% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 13.50% | 70.18%-56.7pp | 57.82%-44.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $748 | $2,918-74.4% | $2,555-70.7% | $4,299-82.6% |
| Participant deferral / active EE | $5,201 | $5,230-0.6% | $4,581+13.5% | $6,507-20.1% |
| Admin fee / account holder | $1,161 | $9,693-88.0% | $8,261-86.0% | $12,624-90.8% |