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 3-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 | $37,328 | $154,228-75.8% | $145,433-74.3% | $137,256-72.8% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 14.28% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $9,846 | $4,804+104.9% | $4,554+116.2% | $4,156+136.9% |
| Participant deferral / active EE | $17,181 | $8,216+109.1% | $7,897+117.6% | $6,407+168.2% |
| Admin fee / account holder | $15,187 | $14,344+5.9% | $13,129+15.7% | $12,270+23.8% |