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 | $32,115 | $179,726-82.1% | $156,263-79.4% | $142,382-77.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 15.80% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,858 | $5,069-63.4% | $4,333-57.1% | $4,299-56.8% |
| Participant deferral / active EE | $6,184 | $6,956-11.1% | $6,158+0.4% | $6,507-5.0% |
| Admin fee / account holder | $756 | $17,272-95.6% | $14,255-94.7% | $12,624-94.0% |