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 | $91,659 | $116,175-21.1% | $93,606-2.1% | $152,861-40.0% |
| Participation rate | 87.5% | 78.0%+9.5pp | 75.8%+11.7pp | 82.4%+5.1pp |
| Annual return | 243.06% | 35.96%+207.1pp | 32.76%+210.3pp | 345.32%-102.3pp |
| Employer contribution / active EE | $4,266 | $3,218+32.5% | $2,718+56.9% | $4,762-10.4% |
| Participant deferral / active EE | $7,751 | $4,603+68.4% | $4,069+90.5% | $5,850+32.5% |
| Admin fee / account holder | $1,607 | $10,748-85.0% | $7,888-79.6% | $11,596-86.1% |