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 | $53,847 | $154,228-65.1% | $145,433-63.0% | $137,256-60.8% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 19.56% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,253 | $4,804-53.1% | $4,554-50.5% | $4,156-45.8% |
| Participant deferral / active EE | $9,308 | $8,216+13.3% | $7,897+17.9% | $6,407+45.3% |
| Admin fee / account holder | $1,691 | $14,344-88.2% | $13,129-87.1% | $12,270-86.2% |