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 | $88,515 | $98,750-10.4% | $149,696-40.9% | $79,858+10.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.34% | 27.43%-9.1pp | 276.60%-258.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,349 | $3,216-58.0% | $4,644-70.9% | $2,471-45.4% |
| Participant deferral / active EE | $3,126 | $5,680-45.0% | $6,842-54.3% | $3,740-16.4% |
| Admin fee / account holder | $5,785 | $6,053-4.4% | $9,309-37.9% | $5,306+9.0% |