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 | $99,296 | $163,101-39.1% | $136,749-27.4% | $142,382-30.3% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 17.27% | 27.54%-10.3pp | 24.33%-7.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,538 | $4,117-14.1% | $3,400+4.1% | $4,299-17.7% |
| Participant deferral / active EE | $11,053 | $5,585+97.9% | $4,692+135.6% | $6,507+69.9% |
| Admin fee / account holder | $25,316 | $14,318+76.8% | $11,386+122.3% | $12,624+100.5% |