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 | $116,496 | $209,336-44.3% | $197,124-40.9% | $137,256-15.1% |
| Participation rate | 86.7% | 87.3%-0.6pp | 86.7%0pp | 80.0%+6.7pp |
| Annual return | 16.07% | 48.09%-32.0pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,809 | $6,591-42.2% | $6,227-38.8% | $4,156-8.4% |
| Participant deferral / active EE | $10,025 | $9,614+4.3% | $9,135+9.7% | $6,407+56.5% |
| Admin fee / account holder | $9,104 | $17,308-47.4% | $16,298-44.1% | $12,270-25.8% |