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 | $81,519 | $159,602-48.9% | $150,045-45.7% | $142,382-42.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.69% | 70.24%-54.5pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,682 | $4,961-45.9% | $4,693-42.9% | $4,299-37.6% |
| Participant deferral / active EE | $9,440 | $8,310+13.6% | $7,997+18.0% | $6,507+45.1% |
| Admin fee / account holder | $1,009 | $14,846-93.2% | $13,435-92.5% | $12,624-92.0% |