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 4-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 | $89,924 | $183,519-51.0% | $155,509-42.2% | $145,922-38.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.22% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.1pp |
| Employer contribution / active EE | $3,632 | $5,313-31.6% | $4,672-22.3% | $4,660-22.0% |
| Participant deferral / active EE | $16,010 | $6,462+147.7% | $5,626+184.6% | $6,688+139.4% |
| Admin fee / account holder | $1,838 | $19,313-90.5% | $15,912-88.4% | $13,397-86.3% |