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 | $114,494 | $67,411+69.8% | $91,001+25.8% | $70,131+63.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 12.50% | -40.16%+52.7pp | 4.60%+7.9pp | 73.14%-60.6pp |
| Employer contribution / active EE | $3,228 | $1,786+80.8% | $2,456+31.5% | $2,342+37.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,413 | $4,236-66.6% | $5,417-73.9% | $4,645-69.6% |