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 7-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 | $100,205 | $209,336-52.1% | $197,124-49.2% | $137,256-27.0% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 16.00% | 48.09%-32.1pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,260 | $6,591-35.4% | $6,227-31.6% | $4,156+2.5% |
| Participant deferral / active EE | $12,499 | $9,614+30.0% | $9,135+36.8% | $6,407+95.1% |
| Admin fee / account holder | $653 | $17,308-96.2% | $16,298-96.0% | $12,270-94.7% |