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 | $70,433 | $154,228-54.3% | $145,433-51.6% | $137,256-48.7% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 33.96% | 74.59%-40.6pp | 66.58%-32.6pp | 220.34%-186.4pp |
| Employer contribution / active EE | $5,791 | $4,804+20.5% | $4,554+27.1% | $4,156+39.3% |
| Participant deferral / active EE | $17,375 | $8,216+111.5% | $7,897+120.0% | $6,407+171.2% |
| Admin fee / account holder | $3,786 | $14,344-73.6% | $13,129-71.2% | $12,270-69.1% |