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 | $60,627 | $154,228-60.7% | $145,433-58.3% | $137,256-55.8% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 13.46% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $4,163 | $4,804-13.3% | $4,554-8.6% | $4,156+0.2% |
| Participant deferral / active EE | $14,400 | $8,216+75.3% | $7,897+82.3% | $6,407+124.8% |
| Admin fee / account holder | $807 | $14,344-94.4% | $13,129-93.9% | $12,270-93.4% |