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 | $12,543 | $177,572-92.9% | $154,803-91.9% | $142,382-91.2% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 14.71% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,798 | $4,810-62.6% | $4,305-58.3% | $4,299-58.2% |
| Participant deferral / active EE | $4,755 | $6,272-24.2% | $5,540-14.2% | $6,507-26.9% |
| Admin fee / account holder | $18,039 | $16,786+7.5% | $14,329+25.9% | $12,624+42.9% |