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 7-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 | $80,219 | $154,228-48.0% | $145,433-44.8% | $137,256-41.6% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 21.32% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $4,211 | $4,804-12.3% | $4,554-7.5% | $4,156+1.3% |
| Participant deferral / active EE | $8,314 | $8,216+1.2% | $7,897+5.3% | $6,407+29.8% |
| Admin fee / account holder | $840 | $14,344-94.1% | $13,129-93.6% | $12,270-93.2% |