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 5-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 | $95,637 | $154,228-38.0% | $145,433-34.2% | $137,256-30.3% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 84.80% | 74.59%+10.2pp | 66.58%+18.2pp | 220.34%-135.5pp |
| Employer contribution / active EE | $3,202 | $4,804-33.3% | $4,554-29.7% | $4,156-22.9% |
| Participant deferral / active EE | $6,746 | $8,216-17.9% | $7,897-14.6% | $6,407+5.3% |
| Admin fee / account holder | $1,398 | $14,344-90.3% | $13,129-89.3% | $12,270-88.6% |