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 | $177,273 | $209,336-15.3% | $197,124-10.1% | $137,256+29.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.50% | 48.09%-29.6pp | 44.34%-25.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,370 | $6,591-79.2% | $6,227-78.0% | $4,156-67.0% |
| Participant deferral / active EE | $6,600 | $9,614-31.4% | $9,135-27.8% | $6,407+3.0% |
| Admin fee / account holder | $5,971 | $17,308-65.5% | $16,298-63.4% | $12,270-51.3% |