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 | $154,228-48.6% | $145,433-45.5% | $137,256-42.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 132.71% | 74.59%+58.1pp | 66.58%+66.1pp | 220.34%-87.6pp |
| Employer contribution / active EE | $9,098 | $4,804+89.4% | $4,554+99.7% | $4,156+118.9% |
| Participant deferral / active EE | $8,766 | $8,216+6.7% | $7,897+11.0% | $6,407+36.8% |
| Admin fee / account holder | $10,949 | $14,344-23.7% | $13,129-16.6% | $12,270-10.8% |