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 | $90,200 | $111,535-19.1% | $105,223-14.3% | $137,256-34.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 17.17% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,263 | $3,939-17.2% | $3,689-11.5% | $4,156-21.5% |
| Participant deferral / active EE | $7,726 | $5,500+40.5% | $5,072+52.3% | $6,407+20.6% |
| Admin fee / account holder | $3,594 | $9,721-63.0% | $8,859-59.4% | $12,270-70.7% |