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 7-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 | $107,451 | $91,552+17.4% | $133,956-19.8% | $79,858+34.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.26% | 61.85%-50.6pp | 45.09%-33.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,650 | $2,384-30.8% | $3,919-57.9% | $2,471-33.2% |
| Participant deferral / active EE | $5,289 | $3,733+41.7% | $5,048+4.8% | $3,740+41.4% |
| Admin fee / account holder | $15,830 | $6,321+150.4% | $8,927+77.3% | $5,306+198.3% |