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 9-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 | $70,145 | $69,518+0.9% | $59,878+17.1% | $135,375-48.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 2.58% | 7.94%-5.4pp | 3.46%-0.9pp | 519.73%-517.2pp |
| Employer contribution / active EE | $2,858 | $3,235-11.6% | $2,722+5.0% | $4,779-40.2% |
| Participant deferral / active EE | $2,898 | $4,206-31.1% | $3,402-14.8% | $5,609-48.3% |
| Admin fee / account holder | $17,715 | $5,734+208.9% | $3,590+393.4% | $10,827+63.6% |