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 | $75,227 | $102,317-26.5% | $146,958-48.8% | $80,856-7.0% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.2%+2.8pp | 67.6%+17.4pp |
| Annual return | 21.90% | 134.76%-112.9pp | 418.34%-396.4pp | 35.59%-13.7pp |
| Employer contribution / active EE | $2,841 | $3,713-23.5% | $4,933-42.4% | $2,755+3.1% |
| Participant deferral / active EE | $6,733 | $6,644+1.4% | $8,070-16.6% | $4,296+56.7% |
| Admin fee / account holder | $2,446 | $7,941-69.2% | $12,998-81.2% | $6,918-64.6% |