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 4-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 | $92,559 | $109,413-15.4% | $156,263-40.8% | $84,808+9.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.74% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $5,196 | $2,907+78.8% | $4,333+19.9% | $2,631+97.5% |
| Participant deferral / active EE | $4,918 | $4,590+7.2% | $6,158-20.1% | $4,212+16.8% |
| Admin fee / account holder | $425 | $9,357-95.5% | $14,255-97.0% | $7,344-94.2% |