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 | $94,286 | $177,572-46.9% | $154,803-39.1% | $142,382-33.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 15.25% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $10,112 | $4,810+110.2% | $4,305+134.9% | $4,299+135.2% |
| Participant deferral / active EE | $6,898 | $6,272+10.0% | $5,540+24.5% | $6,507+6.0% |
| Admin fee / account holder | $582 | $16,786-96.5% | $14,329-95.9% | $12,624-95.4% |