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 | $32,031 | $148,534-78.4% | $135,903-76.4% | $139,434-77.0% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 25.77% | 79.19%-53.4pp | 68.23%-42.5pp | 372.94%-347.2pp |
| Employer contribution / active EE | $6,146 | $5,243+17.2% | $4,856+26.6% | $4,751+29.4% |
| Participant deferral / active EE | $7,390 | $8,100-8.8% | $7,758-4.7% | $6,710+10.1% |
| Admin fee / account holder | $655 | $12,400-94.7% | $10,762-93.9% | $11,403-94.3% |