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 6-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 | $86,317 | $80,673+7.0% | $101,326-14.8% | $84,808+1.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 20.59% | 38.95%-18.4pp | 36.82%-16.2pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,199 | $2,698-55.5% | $3,665-67.3% | $2,631-54.4% |
| Participant deferral / active EE | $13,858 | $6,840+102.6% | $7,994+73.4% | $4,212+229.1% |
| Admin fee / account holder | $5,856 | $12,784-54.2% | $11,185-47.6% | $7,344-20.3% |