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 | $111,398 | $109,881+1.4% | $150,045-25.8% | $84,808+31.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.84% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $12,748 | $3,561+258.0% | $4,693+171.6% | $2,631+384.5% |
| Participant deferral / active EE | $16,772 | $6,636+152.7% | $7,997+109.7% | $4,212+298.2% |
| Admin fee / account holder | $3,428 | $8,568-60.0% | $13,435-74.5% | $7,344-53.3% |