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 | $102,047 | $158,398-35.6% | $126,539-19.4% | $142,382-28.3% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 13.14% | 593.76%-580.6pp | 425.95%-412.8pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,147 | $4,650-53.8% | $3,674-41.6% | $4,299-50.1% |
| Participant deferral / active EE | $6,035 | $4,767+26.6% | $4,083+47.8% | $6,507-7.3% |
| Admin fee / account holder | $6,978 | $6,918+0.9% | $6,065+15.1% | $12,624-44.7% |