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 | $134,544 | $209,336-35.7% | $197,124-31.7% | $137,256-2.0% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 16.38% | 48.09%-31.7pp | 44.34%-28.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $16,096 | $6,591+144.2% | $6,227+158.5% | $4,156+287.3% |
| Participant deferral / active EE | $11,417 | $9,614+18.8% | $9,135+25.0% | $6,407+78.2% |
| Admin fee / account holder | $31,584 | $17,308+82.5% | $16,298+93.8% | $12,270+157.4% |