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 7-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 | $60,925 | $177,572-65.7% | $154,803-60.6% | $142,382-57.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 18.51% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,644 | $4,810-45.0% | $4,305-38.6% | $4,299-38.5% |
| Participant deferral / active EE | $7,229 | $6,272+15.3% | $5,540+30.5% | $6,507+11.1% |
| Admin fee / account holder | $1,604 | $16,786-90.4% | $14,329-88.8% | $12,624-87.3% |