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 | $107,751 | $111,754-3.6% | $103,333+4.3% | $145,922-26.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.94% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,988 | $4,212-5.3% | $3,868+3.1% | $4,660-14.4% |
| Participant deferral / active EE | $9,124 | $5,619+62.4% | $5,057+80.4% | $6,688+36.4% |
| Admin fee / account holder | $4,717 | $9,750-51.6% | $8,355-43.5% | $13,397-64.8% |