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 | $32,088 | $97,744-67.2% | $103,476-69.0% | $145,922-78.0% |
| Participation rate | 80.0% | 81.1%-1.1pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 18.24% | 25.41%-7.2pp | 23.90%-5.7pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,114 | $4,677-54.8% | $4,672-54.7% | $4,660-54.6% |
| Participant deferral / active EE | $9,011 | $6,603+36.5% | $6,623+36.1% | $6,688+34.7% |
| Admin fee / account holder | $1,204 | $12,515-90.4% | $9,413-87.2% | $13,397-91.0% |