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 | $34,864 | $159,602-78.2% | $150,045-76.8% | $142,382-75.5% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 13.50% | 70.24%-56.7pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,906 | $4,961-21.3% | $4,693-16.8% | $4,299-9.1% |
| Participant deferral / active EE | $7,889 | $8,310-5.1% | $7,997-1.4% | $6,507+21.2% |
| Admin fee / account holder | $15,331 | $14,846+3.3% | $13,435+14.1% | $12,624+21.4% |