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 4-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 | $79,324 | $159,602-50.3% | $150,045-47.1% | $142,382-44.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 132.71% | 70.24%+62.5pp | 62.55%+70.2pp | 217.08%-84.4pp |
| Employer contribution / active EE | $9,098 | $4,961+83.4% | $4,693+93.8% | $4,299+111.6% |
| Participant deferral / active EE | $8,766 | $8,310+5.5% | $7,997+9.6% | $6,507+34.7% |
| Admin fee / account holder | $10,949 | $14,846-26.3% | $13,435-18.5% | $12,624-13.3% |