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 7-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 | $129,726 | $209,336-38.0% | $197,124-34.2% | $137,256-5.5% |
| Participation rate | 95.2% | 87.3%+7.9pp | 86.7%+8.5pp | 80.0%+15.3pp |
| Annual return | 16.93% | 48.09%-31.2pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,097 | $6,591-53.0% | $6,227-50.3% | $4,156-25.5% |
| Participant deferral / active EE | $17,562 | $9,614+82.7% | $9,135+92.3% | $6,407+174.1% |
| Admin fee / account holder | $777 | $17,308-95.5% | $16,298-95.2% | $12,270-93.7% |