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 | $111,303 | $185,822-40.1% | $169,993-34.5% | $139,434-20.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.53% | 60.50%-34.0pp | 53.37%-26.8pp | 372.94%-346.4pp |
| Employer contribution / active EE | $7,721 | $7,590+1.7% | $6,785+13.8% | $4,751+62.5% |
| Participant deferral / active EE | $9,279 | $11,622-20.2% | $10,408-10.8% | $6,710+38.3% |
| Admin fee / account holder | $4,221 | $15,381-72.6% | $12,815-67.1% | $11,403-63.0% |