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 | $52,218 | $177,572-70.6% | $154,803-66.3% | $142,382-63.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 18.15% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $14,016 | $4,810+191.4% | $4,305+225.5% | $4,299+226.0% |
| Participant deferral / active EE | $7,278 | $6,272+16.1% | $5,540+31.4% | $6,507+11.9% |
| Admin fee / account holder | $17,179 | $16,786+2.3% | $14,329+19.9% | $12,624+36.1% |