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 | $95,771 | $140,588-31.9% | $123,104-22.2% | $125,391-23.6% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -1.14% | 16.80%-17.9pp | 13.22%-14.4pp | 282.22%-283.4pp |
| Employer contribution / active EE | $3,549 | $6,041-41.3% | $5,151-31.1% | $4,866-27.1% |
| Participant deferral / active EE | $7,779 | $6,980+11.4% | $6,230+24.9% | $5,352+45.4% |
| Admin fee / account holder | $5,352 | $11,198-52.2% | $9,015-40.6% | $9,540-43.9% |