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 | $62,902 | $159,602-60.6% | $150,045-58.1% | $142,382-55.8% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 19.19% | 70.24%-51.0pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $6,372 | $4,961+28.5% | $4,693+35.8% | $4,299+48.2% |
| Participant deferral / active EE | $18,511 | $8,310+122.7% | $7,997+131.5% | $6,507+184.5% |
| Admin fee / account holder | $12,112 | $14,846-18.4% | $13,435-9.8% | $12,624-4.1% |