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 | $84,860 | $175,202-51.6% | $149,673-43.3% | $139,434-39.1% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 13.69% | 166.71%-153.0pp | 134.42%-120.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,795 | $5,474-48.9% | $4,818-42.0% | $4,751-41.2% |
| Participant deferral / active EE | $6,907 | $6,519+6.0% | $5,680+21.6% | $6,710+2.9% |
| Admin fee / account holder | $20,968 | $16,150+29.8% | $13,210+58.7% | $11,403+83.9% |