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 4-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 | $29,267 | $148,534-80.3% | $135,903-78.5% | $139,434-79.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 66.45% | 79.19%-12.7pp | 68.23%-1.8pp | 372.94%-306.5pp |
| Employer contribution / active EE | $7,303 | $5,243+39.3% | $4,856+50.4% | $4,751+53.7% |
| Participant deferral / active EE | $10,540 | $8,100+30.1% | $7,758+35.9% | $6,710+57.1% |
| Admin fee / account holder | $1,701 | $12,400-86.3% | $10,762-84.2% | $11,403-85.1% |