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 6-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 | $59,809 | $148,534-59.7% | $135,903-56.0% | $139,434-57.1% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 19.07% | 79.19%-60.1pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $6,818 | $5,243+30.0% | $4,856+40.4% | $4,751+43.5% |
| Participant deferral / active EE | $7,794 | $8,100-3.8% | $7,758+0.5% | $6,710+16.2% |
| Admin fee / account holder | $363 | $12,400-97.1% | $10,762-96.6% | $11,403-96.8% |