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 8-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 | $76,855 | $183,592-58.1% | $155,567-50.6% | $145,959-47.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.34% | 61.24%-49.9pp | 64.74%-53.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,916 | $5,315-63.9% | $4,674-59.0% | $4,661-58.9% |
| Participant deferral / active EE | $5,462 | $6,464-15.5% | $5,628-2.9% | $6,689-18.3% |
| Admin fee / account holder | $22,487 | $19,318+16.4% | $15,916+41.3% | $13,398+67.8% |