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 4-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 | $96,526 | $154,228-37.4% | $145,433-33.6% | $137,256-29.7% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 17.62% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $14,061 | $4,804+192.7% | $4,554+208.7% | $4,156+238.3% |
| Participant deferral / active EE | $36,347 | $8,216+342.4% | $7,897+360.2% | $6,407+467.3% |
| Admin fee / account holder | $17,490 | $14,344+21.9% | $13,129+33.2% | $12,270+42.5% |