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 | $145,983 | $172,111-15.2% | $150,298-2.9% | $137,256+6.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 18.39% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,500 | $4,636-46.1% | $4,154-39.8% | $4,156-39.8% |
| Participant deferral / active EE | $6,163 | $6,1660% | $5,453+13.0% | $6,407-3.8% |
| Admin fee / account holder | $4,246 | $16,471-74.2% | $14,116-69.9% | $12,270-65.4% |