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 | $48,129 | $154,228-68.8% | $145,433-66.9% | $137,256-64.9% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 15.48% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,829 | $4,804-20.3% | $4,554-15.9% | $4,156-7.9% |
| Participant deferral / active EE | $7,074 | $8,216-13.9% | $7,897-10.4% | $6,407+10.4% |
| Admin fee / account holder | $12,106 | $14,344-15.6% | $13,129-7.8% | $12,270-1.3% |