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 9-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 | $125,078 | $154,228-18.9% | $145,433-14.0% | $137,256-8.9% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 14.78% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,116 | $4,804-14.3% | $4,554-9.6% | $4,156-1.0% |
| Participant deferral / active EE | $14,672 | $8,216+78.6% | $7,897+85.8% | $6,407+129.0% |
| Admin fee / account holder | $567 | $14,344-96.0% | $13,129-95.7% | $12,270-95.4% |