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 | $82,937 | $106,584-22.2% | $101,326-18.1% | $142,382-41.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.13% | 36.93%-19.8pp | 36.82%-19.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,384 | $3,956-14.5% | $3,665-7.7% | $4,299-21.3% |
| Participant deferral / active EE | $9,002 | $8,297+8.5% | $7,994+12.6% | $6,507+38.3% |
| Admin fee / account holder | $1,332 | $11,446-88.4% | $11,185-88.1% | $12,624-89.4% |