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 | $86,194 | $87,841-1.9% | $133,980-35.7% | $62,891+37.1% |
| Participation rate | 90.9% | 83.4%+7.5pp | 87.1%+3.8pp | 69.3%+21.6pp |
| Annual return | 0.00% | 12.05%-12.1pp | 29.30%-29.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $3,359 | $3,483-3.6% | $5,211-35.5% | $2,281+47.3% |
| Participant deferral / active EE | $8,324 | $4,812+73.0% | $6,282+32.5% | $3,203+159.9% |
| Admin fee / account holder | $3,028 | $5,371-43.6% | $9,324-67.5% | $4,296-29.5% |