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 5-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 | $88,909 | $149,040-40.3% | $120,225-26.0% | $137,256-35.2% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 18.75% | 605.68%-586.9pp | 439.23%-420.5pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,492 | $4,350+3.3% | $3,475+29.2% | $4,156+8.1% |
| Participant deferral / active EE | $11,211 | $4,655+140.9% | $3,999+180.4% | $6,407+75.0% |
| Admin fee / account holder | $2,308 | $6,348-63.6% | $5,696-59.5% | $12,270-81.2% |