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 | $45,947 | $94,338-51.3% | $100,534-54.3% | $142,382-67.7% |
| Participation rate | 80.0% | 81.7%-1.7pp | 80.6%-0.6pp | 80.1%-0.1pp |
| Annual return | 18.37% | 29.20%-10.8pp | 32.66%-14.3pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,428 | $4,237-42.7% | $4,346-44.1% | $4,299-43.5% |
| Participant deferral / active EE | $9,522 | $5,934+60.5% | $6,144+55.0% | $6,507+46.3% |
| Admin fee / account holder | $827 | $8,421-90.2% | $7,654-89.2% | $12,624-93.4% |