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 3-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 | $47,707 | $154,228-69.1% | $145,433-67.2% | $137,256-65.2% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 24.15% | 74.59%-50.4pp | 66.58%-42.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $7,662 | $4,804+59.5% | $4,554+68.2% | $4,156+84.4% |
| Participant deferral / active EE | $8,495 | $8,216+3.4% | $7,897+7.6% | $6,407+32.6% |
| Admin fee / account holder | $2,069 | $14,344-85.6% | $13,129-84.2% | $12,270-83.1% |