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 | $23,875 | $106,584-77.6% | $101,326-76.4% | $142,382-83.2% |
| Participation rate | 81.0% | 82.7%-1.7pp | 81.5%-0.5pp | 80.1%+0.8pp |
| Annual return | 26.13% | 36.93%-10.8pp | 36.82%-10.7pp | 217.08%-190.9pp |
| Employer contribution / active EE | $3,488 | $3,956-11.8% | $3,665-4.8% | $4,299-18.9% |
| Participant deferral / active EE | $6,312 | $8,297-23.9% | $7,994-21.0% | $6,507-3.0% |
| Admin fee / account holder | $2,430 | $11,446-78.8% | $11,185-78.3% | $12,624-80.8% |