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 | $27,851 | $124,319-77.6% | $111,297-75.0% | $167,490-83.4% |
| Participation rate | 90.5% | 79.6%+10.9pp | 77.3%+13.2pp | 82.1%+8.4pp |
| Annual return | 76.55% | 37.44%+39.1pp | 54.65%+21.9pp | 478.56%-402.0pp |
| Employer contribution / active EE | $4,206 | $3,435+22.4% | $2,731+54.0% | $4,837-13.1% |
| Participant deferral / active EE | $8,507 | $5,180+64.2% | $4,487+89.6% | $6,341+34.2% |
| Admin fee / account holder | $2,639 | $10,618-75.2% | $7,964-66.9% | $12,309-78.6% |