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 | $51,140 | $177,572-71.2% | $154,803-67.0% | $142,382-64.1% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 16.03% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,686 | $4,810-64.9% | $4,305-60.8% | $4,299-60.8% |
| Participant deferral / active EE | $6,517 | $6,272+3.9% | $5,540+17.6% | $6,507+0.1% |
| Admin fee / account holder | $9,461 | $16,786-43.6% | $14,329-34.0% | $12,624-25.1% |