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 | $144,664 | $80,673+79.3% | $101,326+42.8% | $84,808+70.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 15.24% | 38.95%-23.7pp | 36.82%-21.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,114 | $2,698-21.6% | $3,665-42.3% | $2,631-19.6% |
| Participant deferral / active EE | $5,139 | $6,840-24.9% | $7,994-35.7% | $4,212+22.0% |
| Admin fee / account holder | $1,470 | $12,784-88.5% | $11,185-86.9% | $7,344-80.0% |