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 | $99,432 | $110,257-9.8% | $96,544+3.0% | $139,434-28.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.68% | 26.32%-12.6pp | 25.84%-12.2pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,404 | $3,620-61.2% | $2,965-52.7% | $4,751-70.5% |
| Participant deferral / active EE | $5,226 | $5,548-5.8% | $4,851+7.7% | $6,710-22.1% |
| Admin fee / account holder | $18,203 | $11,591+57.0% | $8,252+120.6% | $11,403+59.6% |