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 8-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 | $57,643 | $111,535-48.3% | $105,223-45.2% | $137,256-58.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 14.26% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,107 | $3,939+4.2% | $3,689+11.3% | $4,156-1.2% |
| Participant deferral / active EE | $7,685 | $5,500+39.7% | $5,072+51.5% | $6,407+20.0% |
| Admin fee / account holder | $17,633 | $9,721+81.4% | $8,859+99.0% | $12,270+43.7% |