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 6-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 | $105,519 | $114,381-7.7% | $107,525-1.9% | $142,382-25.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 15.21% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,072 | $4,015+1.4% | $3,754+8.5% | $4,299-5.3% |
| Participant deferral / active EE | $8,800 | $5,564+58.2% | $5,116+72.0% | $6,507+35.2% |
| Admin fee / account holder | $17,677 | $9,860+79.3% | $8,919+98.2% | $12,624+40.0% |