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 6-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 | $52,285 | $154,228-66.1% | $145,433-64.0% | $137,256-61.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 20.03% | 74.59%-54.6pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $6,235 | $4,804+29.8% | $4,554+36.9% | $4,156+50.0% |
| Participant deferral / active EE | $9,213 | $8,216+12.1% | $7,897+16.7% | $6,407+43.8% |
| Admin fee / account holder | $630 | $14,344-95.6% | $13,129-95.2% | $12,270-94.9% |