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 9-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 | $68,080 | $179,726-62.1% | $156,263-56.4% | $142,382-52.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 19.77% | 77.86%-58.1pp | 59.47%-39.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $6,674 | $5,069+31.6% | $4,333+54.0% | $4,299+55.2% |
| Participant deferral / active EE | $7,539 | $6,956+8.4% | $6,158+22.4% | $6,507+15.9% |
| Admin fee / account holder | $16,128 | $17,272-6.6% | $14,255+13.1% | $12,624+27.8% |