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 | $93,920 | $114,381-17.9% | $107,525-12.7% | $142,382-34.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 17.36% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,722 | $4,015+17.6% | $3,754+25.8% | $4,299+9.8% |
| Participant deferral / active EE | $14,817 | $5,564+166.3% | $5,116+189.6% | $6,507+127.7% |
| Admin fee / account holder | $4,093 | $9,860-58.5% | $8,919-54.1% | $12,624-67.6% |