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 | $82,104 | $154,228-46.8% | $145,433-43.5% | $137,256-40.2% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 18.42% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $5,438 | $4,804+13.2% | $4,554+19.4% | $4,156+30.8% |
| Participant deferral / active EE | $8,518 | $8,216+3.7% | $7,897+7.9% | $6,407+33.0% |
| Admin fee / account holder | $2,025 | $14,344-85.9% | $13,129-84.6% | $12,270-83.5% |