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 | $23,991 | $177,572-86.5% | $154,803-84.5% | $142,382-83.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 21.48% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $5,711 | $4,810+18.7% | $4,305+32.7% | $4,299+32.8% |
| Participant deferral / active EE | $9,706 | $6,272+54.8% | $5,540+75.2% | $6,507+49.2% |
| Admin fee / account holder | $18,135 | $16,786+8.0% | $14,329+26.6% | $12,624+43.7% |