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 7-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 | $58,611 | $154,228-62.0% | $145,433-59.7% | $137,256-57.3% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 22.29% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $5,883 | $4,804+22.5% | $4,554+29.2% | $4,156+41.6% |
| Participant deferral / active EE | $11,440 | $8,216+39.2% | $7,897+44.9% | $6,407+78.6% |
| Admin fee / account holder | $616 | $14,344-95.7% | $13,129-95.3% | $12,270-95.0% |