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 | $104,528 | $114,381-8.6% | $107,525-2.8% | $142,382-26.6% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.1%+9.1pp | 80.1%+4.1pp |
| Annual return | 53.06% | 242.71%-189.6pp | 181.32%-128.3pp | 217.08%-164.0pp |
| Employer contribution / active EE | $8,283 | $4,015+106.3% | $3,754+120.7% | $4,299+92.7% |
| Participant deferral / active EE | $7,001 | $5,564+25.8% | $5,116+36.9% | $6,507+7.6% |
| Admin fee / account holder | $3,279 | $9,860-66.7% | $8,919-63.2% | $12,624-74.0% |