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 | $95,487 | $177,572-46.2% | $154,803-38.3% | $142,382-32.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 15.75% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,045 | $4,810+4.9% | $4,305+17.2% | $4,299+17.3% |
| Participant deferral / active EE | $3,287 | $6,272-47.6% | $5,540-40.7% | $6,507-49.5% |
| Admin fee / account holder | $423 | $16,786-97.5% | $14,329-97.0% | $12,624-96.6% |