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 | $104,501 | $72,404+44.3% | $110,238-5.2% | $64,186+62.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 5.59% | -6.29%+11.9pp | 314.74%-309.2pp | 7.63%-2.0pp |
| Employer contribution / active EE | $1,819 | $2,282-20.3% | $3,826-52.5% | $2,381-23.6% |
| Participant deferral / active EE | $3,213 | $3,469-7.4% | $4,672-31.2% | $3,470-7.4% |
| Admin fee / account holder | $3,588 | $5,664-36.7% | $8,547-58.0% | $4,888-26.6% |