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 | $93,776 | $177,572-47.2% | $154,803-39.4% | $142,382-34.1% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 20.97% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $914 | $4,810-81.0% | $4,305-78.8% | $4,299-78.7% |
| Participant deferral / active EE | $3,920 | $6,272-37.5% | $5,540-29.3% | $6,507-39.8% |
| Admin fee / account holder | $803 | $16,786-95.2% | $14,329-94.4% | $12,624-93.6% |