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 8-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 | $97,691 | $159,602-38.8% | $150,045-34.9% | $142,382-31.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 81.28% | 70.24%+11.0pp | 62.55%+18.7pp | 217.08%-135.8pp |
| Employer contribution / active EE | $4,444 | $4,961-10.4% | $4,693-5.3% | $4,299+3.4% |
| Participant deferral / active EE | $12,084 | $8,310+45.4% | $7,997+51.1% | $6,507+85.7% |
| Admin fee / account holder | $1,576 | $14,846-89.4% | $13,435-88.3% | $12,624-87.5% |