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 | $84,924 | $75,828+12.0% | $147,614-42.5% | $59,632+42.4% |
| Participation rate | 73.1% | 71.6%+1.5pp | 84.6%-11.5pp | 68.7%+4.4pp |
| Annual return | -1.69% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,661 | $3,485-52.3% | $5,564-70.1% | $2,203-24.6% |
| Participant deferral / active EE | $3,554 | $3,130+13.5% | $4,895-27.4% | $3,192+11.4% |
| Admin fee / account holder | $12,704 | $5,985+112.3% | $11,611+9.4% | $4,297+195.6% |