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 | $110,650 | $103,949+6.4% | $69,182+59.9% | $273,961-59.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 12.79% | 35.28%-22.5pp | -21.93%+34.7pp | 41.45%-28.7pp |
| Employer contribution / active EE | $19,575 | $1,783+997.8% | $1,206+1522.8% | $4,869+302.1% |
| Participant deferral / active EE | $9,000 | $2,716+231.3% | $1,897+374.4% | $5,287+70.2% |
| Admin fee / account holder | $1,537 | $3,671-58.1% | $2,697-43.0% | $10,132-84.8% |