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 9-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 | $101,372 | $111,535-9.1% | $105,223-3.7% | $137,256-26.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 20.19% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,770 | $3,939-4.3% | $3,689+2.2% | $4,156-9.3% |
| Participant deferral / active EE | $15,938 | $5,500+189.8% | $5,072+214.2% | $6,407+148.8% |
| Admin fee / account holder | $3,496 | $9,721-64.0% | $8,859-60.5% | $12,270-71.5% |