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 5-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 | $70,632 | $100,970-30.0% | $96,576-26.9% | $137,256-48.5% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 16.96% | 38.16%-21.2pp | 38.47%-21.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,617 | $3,809+21.2% | $3,553+29.9% | $4,156+11.1% |
| Participant deferral / active EE | $9,275 | $8,286+11.9% | $7,956+16.6% | $6,407+44.8% |
| Admin fee / account holder | $10,396 | $11,312-8.1% | $11,381-8.7% | $12,270-15.3% |