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 | $70,457 | $159,602-55.9% | $150,045-53.0% | $142,382-50.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 66.11% | 70.24%-4.1pp | 62.55%+3.6pp | 217.08%-151.0pp |
| Employer contribution / active EE | $2,648 | $4,961-46.6% | $4,693-43.6% | $4,299-38.4% |
| Participant deferral / active EE | $6,963 | $8,310-16.2% | $7,997-12.9% | $6,507+7.0% |
| Admin fee / account holder | $1,388 | $14,846-90.7% | $13,435-89.7% | $12,624-89.0% |