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 | $64,814 | $159,602-59.4% | $150,045-56.8% | $142,382-54.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 18.54% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,916 | $4,961-61.4% | $4,693-59.2% | $4,299-55.4% |
| Participant deferral / active EE | $8,927 | $8,310+7.4% | $7,997+11.6% | $6,507+37.2% |
| Admin fee / account holder | $1,549 | $14,846-89.6% | $13,435-88.5% | $12,624-87.7% |