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 | $74,876 | $76,552-2.2% | $123,892-39.6% | $62,891+19.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.50% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,693 | $2,883-6.6% | $4,617-41.7% | $2,281+18.1% |
| Participant deferral / active EE | $7,273 | $4,840+50.3% | $5,984+21.5% | $3,203+127.1% |
| Admin fee / account holder | $4,392 | $4,826-9.0% | $8,357-47.4% | $4,296+2.3% |