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 | $61,394 | $179,726-65.8% | $156,263-60.7% | $142,382-56.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 14.63% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $6,001 | $5,069+18.4% | $4,333+38.5% | $4,299+39.6% |
| Participant deferral / active EE | $2,132 | $6,956-69.4% | $6,158-65.4% | $6,507-67.2% |
| Admin fee / account holder | $3,337 | $17,272-80.7% | $14,255-76.6% | $12,624-73.6% |