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 | $111,535-15.8% | $105,223-10.7% | $137,256-31.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 17.36% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $4,722 | $3,939+19.9% | $3,689+28.0% | $4,156+13.6% |
| Participant deferral / active EE | $14,817 | $5,500+169.4% | $5,072+192.1% | $6,407+131.3% |
| Admin fee / account holder | $4,093 | $9,721-57.9% | $8,859-53.8% | $12,270-66.6% |