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 | $80,327 | $102,317-21.5% | $146,958-45.3% | $80,856-0.7% |
| Participation rate | 82.3% | 75.8%+6.4pp | 82.2%+0.1pp | 67.6%+14.6pp |
| Annual return | 15.26% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $4,577 | $3,713+23.3% | $4,933-7.2% | $2,755+66.2% |
| Participant deferral / active EE | $8,972 | $6,644+35.0% | $8,070+11.2% | $4,296+108.8% |
| Admin fee / account holder | $4,981 | $7,941-37.3% | $12,998-61.7% | $6,918-28.0% |