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 | $26,080 | $154,228-83.1% | $145,433-82.1% | $137,256-81.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 13.63% | 74.59%-61.0pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,179 | $4,804-54.6% | $4,554-52.2% | $4,156-47.6% |
| Participant deferral / active EE | $4,596 | $8,216-44.1% | $7,897-41.8% | $6,407-28.3% |
| Admin fee / account holder | $1,467 | $14,344-89.8% | $13,129-88.8% | $12,270-88.0% |