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 | $85,650 | $111,754-23.4% | $103,333-17.1% | $145,922-41.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.09% | 24.77%-13.7pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,963 | $4,212-29.7% | $3,868-23.4% | $4,660-36.4% |
| Participant deferral / active EE | $22,446 | $5,619+299.5% | $5,057+343.8% | $6,688+235.6% |
| Admin fee / account holder | $90,526 | $9,750+828.4% | $8,355+983.5% | $13,397+575.7% |