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 | $85,235 | $93,571-8.9% | $135,903-37.3% | $75,163+13.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.08% | 30.90%-7.8pp | 68.23%-45.2pp | 160.62%-137.5pp |
| Employer contribution / active EE | $9,262 | $3,537+161.9% | $4,856+90.7% | $2,670+246.9% |
| Participant deferral / active EE | $15,751 | $6,404+145.9% | $7,758+103.0% | $4,125+281.8% |
| Admin fee / account holder | $6,530 | $6,975-6.4% | $10,762-39.3% | $5,651+15.6% |