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 | $224,087 | $158,817+41.1% | $121,196+84.9% | $135,375+65.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -9.33% | -0.64%-8.7pp | 16.93%-26.3pp | 519.73%-529.1pp |
| Employer contribution / active EE | $3,965 | $5,665-30.0% | $4,022-1.4% | $4,779-17.0% |
| Participant deferral / active EE | $4,661 | $4,005+16.4% | $3,344+39.4% | $5,609-16.9% |
| Admin fee / account holder | $1,333 | $6,512-79.5% | $5,019-73.4% | $10,827-87.7% |