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 | $63,708 | $154,228-58.7% | $145,433-56.2% | $137,256-53.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 14.81% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $8,660 | $4,804+80.3% | $4,554+90.1% | $4,156+108.4% |
| Participant deferral / active EE | $18,118 | $8,216+120.5% | $7,897+129.4% | $6,407+182.8% |
| Admin fee / account holder | $32,515 | $14,344+126.7% | $13,129+147.7% | $12,270+165.0% |