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 | $81,409 | $179,726-54.7% | $156,263-47.9% | $142,382-42.8% |
| Participation rate | 82.6% | 82.1%+0.5pp | 78.9%+3.7pp | 80.1%+2.5pp |
| Annual return | 26.73% | 77.86%-51.1pp | 59.47%-32.7pp | 217.08%-190.3pp |
| Employer contribution / active EE | $5,465 | $5,069+7.8% | $4,333+26.1% | $4,299+27.1% |
| Participant deferral / active EE | $6,238 | $6,956-10.3% | $6,158+1.3% | $6,507-4.1% |
| Admin fee / account holder | $14,129 | $17,272-18.2% | $14,255-0.9% | $12,624+11.9% |