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 | $76,937 | $177,572-56.7% | $154,803-50.3% | $142,382-46.0% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 17.80% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,529 | $4,810-47.4% | $4,305-41.3% | $4,299-41.2% |
| Participant deferral / active EE | $8,396 | $6,272+33.9% | $5,540+51.5% | $6,507+29.0% |
| Admin fee / account holder | $452 | $16,786-97.3% | $14,329-96.8% | $12,624-96.4% |