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 | $61,241 | $159,602-61.6% | $150,045-59.2% | $142,382-57.0% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 105.40% | 70.24%+35.2pp | 62.55%+42.8pp | 217.08%-111.7pp |
| Employer contribution / active EE | $7,679 | $4,961+54.8% | $4,693+63.6% | $4,299+78.6% |
| Participant deferral / active EE | $11,286 | $8,310+35.8% | $7,997+41.1% | $6,507+73.4% |
| Admin fee / account holder | $578 | $14,846-96.1% | $13,435-95.7% | $12,624-95.4% |