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 5-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 | $72,040 | $209,336-65.6% | $197,124-63.5% | $137,256-47.5% |
| Participation rate | 95.0% | 87.3%+7.7pp | 86.7%+8.3pp | 80.0%+15.0pp |
| Annual return | 26.96% | 48.09%-21.1pp | 44.34%-17.4pp | 220.34%-193.4pp |
| Employer contribution / active EE | $8,397 | $6,591+27.4% | $6,227+34.8% | $4,156+102.0% |
| Participant deferral / active EE | $14,144 | $9,614+47.1% | $9,135+54.8% | $6,407+120.8% |
| Admin fee / account holder | $17,157 | $17,308-0.9% | $16,298+5.3% | $12,270+39.8% |