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 6-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 | $104,578 | $111,535-6.2% | $105,223-0.6% | $137,256-23.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 18.87% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,409 | $3,939-38.9% | $3,689-34.7% | $4,156-42.0% |
| Participant deferral / active EE | $9,016 | $5,500+63.9% | $5,072+77.8% | $6,407+40.7% |
| Admin fee / account holder | $6,598 | $9,721-32.1% | $8,859-25.5% | $12,270-46.2% |