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 | $154,228-36.7% | $145,433-32.8% | $137,256-28.8% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 81.28% | 74.59%+6.7pp | 66.58%+14.7pp | 220.34%-139.1pp |
| Employer contribution / active EE | $4,444 | $4,804-7.5% | $4,554-2.4% | $4,156+6.9% |
| Participant deferral / active EE | $12,084 | $8,216+47.1% | $7,897+53.0% | $6,407+88.6% |
| Admin fee / account holder | $1,576 | $14,344-89.0% | $13,129-88.0% | $12,270-87.2% |