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 | $37,113 | $177,572-79.1% | $154,803-76.0% | $142,382-73.9% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 13.21% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $10,533 | $4,810+119.0% | $4,305+144.6% | $4,299+145.0% |
| Participant deferral / active EE | $8,903 | $6,272+42.0% | $5,540+60.7% | $6,507+36.8% |
| Admin fee / account holder | $17,857 | $16,786+6.4% | $14,329+24.6% | $12,624+41.5% |