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 | $109,881-2.3% | $150,045-28.5% | $84,808+26.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.64% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,539 | $3,561-28.7% | $4,693-45.9% | $2,631-3.5% |
| Participant deferral / active EE | $18,422 | $6,636+177.6% | $7,997+130.4% | $4,212+337.4% |
| Admin fee / account holder | $1,993 | $8,568-76.7% | $13,435-85.2% | $7,344-72.9% |