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 | $92,087 | $82,664+11.4% | $125,339-26.5% | $68,494+34.4% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | 4.08% | -5.97%+10.1pp | 572.05%-568.0pp | -7.84%+11.9pp |
| Employer contribution / active EE | $5,324 | $3,381+57.5% | $4,814+10.6% | $2,596+105.1% |
| Participant deferral / active EE | $13,265 | $6,110+117.1% | $7,446+78.1% | $4,027+229.4% |
| Admin fee / account holder | $1,718 | $6,275-72.6% | $10,010-82.8% | $5,403-68.2% |