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 | $53,074 | $108,919-51.3% | $100,391-47.1% | $145,922-63.6% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 67.48% | 57.88%+9.6pp | 49.20%+18.3pp | 561.29%-493.8pp |
| Employer contribution / active EE | $5,725 | $4,419+29.6% | $3,942+45.2% | $4,660+22.9% |
| Participant deferral / active EE | $9,503 | $8,445+12.5% | $8,082+17.6% | $6,688+42.1% |
| Admin fee / account holder | $2,426 | $9,689-75.0% | $7,899-69.3% | $13,397-81.9% |