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 | $64,042 | $214,378-70.1% | $200,582-68.1% | $142,382-55.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 21.13% | 46.41%-25.3pp | 42.33%-21.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,763 | $6,841-59.6% | $6,419-57.0% | $4,299-35.7% |
| Participant deferral / active EE | $8,417 | $9,865-14.7% | $9,331-9.8% | $6,507+29.3% |
| Admin fee / account holder | $579 | $17,692-96.7% | $16,305-96.4% | $12,624-95.4% |