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 | $107,343 | $106,749+0.6% | $145,433-26.2% | $82,448+30.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.64% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,539 | $3,444-26.3% | $4,554-44.3% | $2,551-0.5% |
| Participant deferral / active EE | $18,422 | $6,519+182.6% | $7,897+133.3% | $4,139+345.1% |
| Admin fee / account holder | $1,993 | $8,390-76.2% | $13,129-84.8% | $7,234-72.4% |