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 | $72,717 | $63,346+14.8% | $92,233-21.2% | $70,131+3.7% |
| Participation rate | 92.6% | 68.7%+23.9pp | 76.5%+16.1pp | 69.5%+23.1pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $6,346 | $2,471+156.8% | $3,679+72.5% | $2,342+170.9% |
| Participant deferral / active EE | $5,024 | $2,854+76.0% | $3,897+28.9% | $3,332+50.8% |
| Admin fee / account holder | $1,273 | $3,840-66.8% | $5,194-75.5% | $4,645-72.6% |