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 | $82,304 | $159,602-48.4% | $150,045-45.1% | $142,382-42.2% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 13.09% | 70.24%-57.1pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,640 | $4,961+13.7% | $4,693+20.2% | $4,299+31.2% |
| Participant deferral / active EE | $11,411 | $8,310+37.3% | $7,997+42.7% | $6,507+75.4% |
| Admin fee / account holder | $24,543 | $14,846+65.3% | $13,435+82.7% | $12,624+94.4% |