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 | $80,458 | $154,228-47.8% | $145,433-44.7% | $137,256-41.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 24.03% | 74.59%-50.6pp | 66.58%-42.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $3,376 | $4,804-29.7% | $4,554-25.9% | $4,156-18.8% |
| Participant deferral / active EE | $13,633 | $8,216+65.9% | $7,897+72.6% | $6,407+112.8% |
| Admin fee / account holder | $24,301 | $14,344+69.4% | $13,129+85.1% | $12,270+98.1% |