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 | $188,935 | $209,336-9.7% | $197,124-4.2% | $137,256+37.7% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 21.56% | 48.09%-26.5pp | 44.34%-22.8pp | 220.34%-198.8pp |
| Employer contribution / active EE | $6,175 | $6,591-6.3% | $6,227-0.8% | $4,156+48.6% |
| Participant deferral / active EE | $18,100 | $9,614+88.3% | $9,135+98.1% | $6,407+182.5% |
| Admin fee / account holder | $5,167 | $17,308-70.1% | $16,298-68.3% | $12,270-57.9% |