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 | $94,083 | $106,515-11.7% | $96,683-2.7% | $139,434-32.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.33% | 38.43%-14.1pp | 35.69%-11.4pp | 372.94%-348.6pp |
| Employer contribution / active EE | $1,232 | $4,103-70.0% | $3,737-67.0% | $4,751-74.1% |
| Participant deferral / active EE | $7,262 | $5,454+33.1% | $4,878+48.9% | $6,710+8.2% |
| Admin fee / account holder | $2,975 | $7,877-62.2% | $6,730-55.8% | $11,403-73.9% |