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 | $157,938 | $214,378-26.3% | $200,582-21.3% | $142,382+10.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 15.99% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,735 | $6,841-45.4% | $6,419-41.8% | $4,299-13.1% |
| Participant deferral / active EE | $10,354 | $9,865+5.0% | $9,331+11.0% | $6,507+59.1% |
| Admin fee / account holder | $1,142 | $17,692-93.5% | $16,305-93.0% | $12,624-91.0% |