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 | $108,585 | $106,749+1.7% | $145,433-25.3% | $82,448+31.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.66% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,471 | $3,444-28.3% | $4,554-45.7% | $2,551-3.1% |
| Participant deferral / active EE | $5,017 | $6,519-23.0% | $7,897-36.5% | $4,139+21.2% |
| Admin fee / account holder | $2,154 | $8,390-74.3% | $13,129-83.6% | $7,234-70.2% |