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 7-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 | $91,904 | $109,359-16.0% | $162,163-43.3% | $72,985+25.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.01% | 25.46%-7.5pp | 115.59%-97.6pp | 81.00%-63.0pp |
| Employer contribution / active EE | $3,520 | $3,907-9.9% | $5,614-37.3% | $2,440+44.3% |
| Participant deferral / active EE | $9,269 | $5,481+69.1% | $7,298+27.0% | $3,607+156.9% |
| Admin fee / account holder | $1,952 | $7,972-75.5% | $10,843-82.0% | $5,124-61.9% |