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 | $95,453-9.6% | $112,040-23.0% | $82,448+4.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.22% | 23.92%-10.7pp | 24.52%-11.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $737 | $2,318-68.2% | $2,954-75.0% | $2,551-71.1% |
| Participant deferral / active EE | $5,934 | $4,224+40.5% | $5,098+16.4% | $4,139+43.4% |
| Admin fee / account holder | $4,452 | $9,013-50.6% | $12,098-63.2% | $7,234-38.5% |