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 | $136,047 | $209,336-35.0% | $197,124-31.0% | $137,256-0.9% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 18.38% | 48.09%-29.7pp | 44.34%-26.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $8,359 | $6,591+26.8% | $6,227+34.2% | $4,156+101.1% |
| Participant deferral / active EE | $10,806 | $9,614+12.4% | $9,135+18.3% | $6,407+68.7% |
| Admin fee / account holder | $4,376 | $17,308-74.7% | $16,298-73.1% | $12,270-64.3% |