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 | $86,276 | $95,803-9.9% | $113,168-23.8% | $84,808+1.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.22% | 25.00%-11.8pp | 24.27%-11.0pp | 40.90%-27.7pp |
| Employer contribution / active EE | $737 | $2,360-68.8% | $2,975-75.2% | $2,631-72.0% |
| Participant deferral / active EE | $5,934 | $4,242+39.9% | $5,107+16.2% | $4,212+40.9% |
| Admin fee / account holder | $4,452 | $8,989-50.5% | $12,068-63.1% | $7,344-39.4% |