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 3-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 | $42,724 | $154,228-72.3% | $145,433-70.6% | $137,256-68.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 18.45% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,753 | $4,804-42.7% | $4,554-39.6% | $4,156-33.8% |
| Participant deferral / active EE | $4,371 | $8,216-46.8% | $7,897-44.7% | $6,407-31.8% |
| Admin fee / account holder | $980 | $14,344-93.2% | $13,129-92.5% | $12,270-92.0% |