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 | $43,613 | $179,726-75.7% | $156,263-72.1% | $142,382-69.4% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.9%+15.5pp | 80.1%+14.3pp |
| Annual return | 12.72% | 77.86%-65.1pp | 59.47%-46.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $8,578 | $5,069+69.2% | $4,333+98.0% | $4,299+99.5% |
| Participant deferral / active EE | $2,443 | $6,956-64.9% | $6,158-60.3% | $6,507-62.5% |
| Admin fee / account holder | $4,135 | $17,272-76.1% | $14,255-71.0% | $12,624-67.2% |