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 | $68,268 | $214,378-68.2% | $200,582-66.0% | $142,382-52.1% |
| Participation rate | 91.3% | 87.4%+3.9pp | 86.9%+4.4pp | 80.1%+11.2pp |
| Annual return | 20.51% | 46.41%-25.9pp | 42.33%-21.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,829 | $6,841-58.7% | $6,419-55.9% | $4,299-34.2% |
| Participant deferral / active EE | $11,585 | $9,865+17.4% | $9,331+24.2% | $6,507+78.0% |
| Admin fee / account holder | $7,664 | $17,692-56.7% | $16,305-53.0% | $12,624-39.3% |