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 | $40,426 | $214,378-81.1% | $200,582-79.8% | $142,382-71.6% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 16.48% | 46.41%-29.9pp | 42.33%-25.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $6,172 | $6,841-9.8% | $6,419-3.8% | $4,299+43.6% |
| Participant deferral / active EE | $10,474 | $9,865+6.2% | $9,331+12.3% | $6,507+61.0% |
| Admin fee / account holder | $9,673 | $17,692-45.3% | $16,305-40.7% | $12,624-23.4% |