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 | $67,170 | $171,865-60.9% | $149,718-55.1% | $147,584-54.5% |
| Participation rate | 90.5% | 88.2%+2.3pp | 87.1%+3.4pp | 82.8%+7.6pp |
| Annual return | 10.37% | 2113.22%-2102.8pp | 1501.63%-1491.3pp | 578.55%-568.2pp |
| Employer contribution / active EE | $2,294 | $6,275-63.4% | $5,445-57.9% | $4,876-53.0% |
| Participant deferral / active EE | $8,588 | $7,271+18.1% | $6,569+30.7% | $5,439+57.9% |
| Admin fee / account holder | $16,916 | $13,799+22.6% | $11,283+49.9% | $10,885+55.4% |