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 | $67,899 | $154,228-56.0% | $145,433-53.3% | $137,256-50.5% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 22.82% | 74.59%-51.8pp | 66.58%-43.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $10,115 | $4,804+110.5% | $4,554+122.1% | $4,156+143.4% |
| Participant deferral / active EE | $15,498 | $8,216+88.6% | $7,897+96.2% | $6,407+141.9% |
| Admin fee / account holder | $11,717 | $14,344-18.3% | $13,129-10.8% | $12,270-4.5% |