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 | $94,712 | $154,228-38.6% | $145,433-34.9% | $137,256-31.0% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 17.34% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,008 | $4,804-37.4% | $4,554-34.0% | $4,156-27.6% |
| Participant deferral / active EE | $8,922 | $8,216+8.6% | $7,897+13.0% | $6,407+39.3% |
| Admin fee / account holder | $487 | $14,344-96.6% | $13,129-96.3% | $12,270-96.0% |