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 | $109,196 | $72,492+50.6% | $87,100+25.4% | $72,985+49.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.74% | 24.46%-2.7pp | 28.19%-6.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $843 | $1,894-55.5% | $2,521-66.6% | $2,440-65.5% |
| Participant deferral / active EE | $5,338 | $3,270+63.3% | $4,049+31.9% | $3,607+48.0% |
| Admin fee / account holder | $6,376 | $5,055+26.1% | $7,497-14.9% | $5,124+24.4% |