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 | $87,984 | $89,753-2.0% | $107,525-18.2% | $84,808+3.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.75% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,104 | $3,113-0.3% | $3,754-17.3% | $2,631+18.0% |
| Participant deferral / active EE | $9,187 | $4,056+126.5% | $5,116+79.6% | $4,212+118.1% |
| Admin fee / account holder | $4,693 | $7,222-35.0% | $8,919-47.4% | $7,344-36.1% |