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 | $93,034 | $131,829-29.4% | $108,579-14.3% | $273,961-66.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.96% | -91.57%+98.5pp | -51.70%+58.7pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,026 | $4,912-38.4% | $3,758-19.5% | $4,869-37.8% |
| Participant deferral / active EE | $3,785 | $5,127-26.2% | $4,311-12.2% | $5,287-28.4% |
| Admin fee / account holder | $492 | $10,252-95.2% | $7,645-93.6% | $10,132-95.1% |