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 8-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 | $31,762 | $154,228-79.4% | $145,433-78.2% | $137,256-76.9% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 29.49% | 74.59%-45.1pp | 66.58%-37.1pp | 220.34%-190.8pp |
| Employer contribution / active EE | $2,007 | $4,804-58.2% | $4,554-55.9% | $4,156-51.7% |
| Participant deferral / active EE | $6,315 | $8,216-23.1% | $7,897-20.0% | $6,407-1.4% |
| Admin fee / account holder | $555 | $14,344-96.1% | $13,129-95.8% | $12,270-95.5% |