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 | $54,154 | $43,723+23.9% | $121,196-55.3% | $64,186-15.6% |
| Participation rate | 91.4% | 58.3%+33.1pp | 71.7%+19.7pp | 69.6%+21.9pp |
| Annual return | -3.64% | 68.91%-72.6pp | 16.93%-20.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,297 | $1,296+154.3% | $4,022-18.0% | $2,381+38.5% |
| Participant deferral / active EE | $3,832 | $2,280+68.1% | $3,344+14.6% | $3,470+10.5% |
| Admin fee / account holder | $2,909 | $3,501-16.9% | $5,019-42.0% | $4,888-40.5% |