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 | $100,659 | $111,754-9.9% | $103,333-2.6% | $145,922-31.0% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 20.32% | 24.77%-4.4pp | 24.88%-4.6pp | 561.29%-541.0pp |
| Employer contribution / active EE | $3,955 | $4,212-6.1% | $3,868+2.3% | $4,660-15.1% |
| Participant deferral / active EE | $6,192 | $5,619+10.2% | $5,057+22.4% | $6,688-7.4% |
| Admin fee / account holder | $2,880 | $9,750-70.5% | $8,355-65.5% | $13,397-78.5% |