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 | $110,548 | $90,503+22.1% | $78,689+40.5% | $273,961-59.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.49% | 75.60%-68.1pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,915 | $3,176-8.2% | $2,851+2.3% | $4,869-40.1% |
| Participant deferral / active EE | $3,268 | $3,901-16.2% | $3,517-7.1% | $5,287-38.2% |
| Admin fee / account holder | $41,722 | $5,263+692.7% | $4,510+825.0% | $10,132+311.8% |