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 | $78,264 | $148,534-47.3% | $135,903-42.4% | $139,434-43.9% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 86.58% | 79.19%+7.4pp | 68.23%+18.3pp | 372.94%-286.4pp |
| Employer contribution / active EE | $6,808 | $5,243+29.9% | $4,856+40.2% | $4,751+43.3% |
| Participant deferral / active EE | $11,524 | $8,100+42.3% | $7,758+48.5% | $6,710+71.7% |
| Admin fee / account holder | $1,318 | $12,400-89.4% | $10,762-87.8% | $11,403-88.4% |