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 | $64,687 | $214,378-69.8% | $200,582-67.8% | $142,382-54.6% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 25.78% | 46.41%-20.6pp | 42.33%-16.6pp | 217.08%-191.3pp |
| Employer contribution / active EE | $5,910 | $6,841-13.6% | $6,419-7.9% | $4,299+37.5% |
| Participant deferral / active EE | $14,890 | $9,865+50.9% | $9,331+59.6% | $6,507+128.8% |
| Admin fee / account holder | $10,049 | $17,692-43.2% | $16,305-38.4% | $12,624-20.4% |