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 6-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 | $83,728 | $177,572-52.8% | $154,803-45.9% | $142,382-41.2% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 21.77% | 65.07%-43.3pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,764 | $4,810-42.5% | $4,305-35.8% | $4,299-35.7% |
| Participant deferral / active EE | $7,223 | $6,272+15.2% | $5,540+30.4% | $6,507+11.0% |
| Admin fee / account holder | $1,860 | $16,786-88.9% | $14,329-87.0% | $12,624-85.3% |