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 | $40,998 | $163,101-74.9% | $136,749-70.0% | $142,382-71.2% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 13.28% | 27.54%-14.3pp | 24.33%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,630 | $4,117+12.5% | $3,400+36.2% | $4,299+7.7% |
| Participant deferral / active EE | $6,598 | $5,585+18.1% | $4,692+40.6% | $6,507+1.4% |
| Admin fee / account holder | $36,019 | $14,318+151.6% | $11,386+216.3% | $12,624+185.3% |