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 5-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 | $44,664 | $177,572-74.8% | $154,803-71.1% | $142,382-68.6% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 12.78% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,392 | $4,810-71.1% | $4,305-67.7% | $4,299-67.6% |
| Participant deferral / active EE | $12,065 | $6,272+92.4% | $5,540+117.8% | $6,507+85.4% |
| Admin fee / account holder | $22,259 | $16,786+32.6% | $14,329+55.3% | $12,624+76.3% |