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 | $95,993 | $154,228-37.8% | $145,433-34.0% | $137,256-30.1% |
| Participation rate | 73.9% | 83.8%-9.9pp | 82.1%-8.2pp | 80.0%-6.0pp |
| Annual return | 21.58% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $4,571 | $4,804-4.9% | $4,554+0.4% | $4,156+10.0% |
| Participant deferral / active EE | $11,064 | $8,216+34.7% | $7,897+40.1% | $6,407+72.7% |
| Admin fee / account holder | $4,150 | $14,344-71.1% | $13,129-68.4% | $12,270-66.2% |