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 | $154,228-59.2% | $145,433-56.7% | $137,256-54.2% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 19.19% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $6,372 | $4,804+32.6% | $4,554+39.9% | $4,156+53.3% |
| Participant deferral / active EE | $18,511 | $8,216+125.3% | $7,897+134.4% | $6,407+188.9% |
| Admin fee / account holder | $12,112 | $14,344-15.6% | $13,129-7.7% | $12,270-1.3% |