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 | $168,221 | $154,228+9.1% | $145,433+15.7% | $137,256+22.6% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 20.74% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $14,559 | $4,804+203.1% | $4,554+219.7% | $4,156+250.3% |
| Participant deferral / active EE | $15,094 | $8,216+83.7% | $7,897+91.1% | $6,407+135.6% |
| Admin fee / account holder | $1,751 | $14,344-87.8% | $13,129-86.7% | $12,270-85.7% |