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 8-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 | $73,590 | $62,586+17.6% | $76,768-4.1% | $64,186+14.7% |
| Participation rate | 98.7% | 72.8%+25.9pp | 77.0%+21.7pp | 69.6%+29.1pp |
| Annual return | 148.89% | -1.95%+150.8pp | 2.43%+146.5pp | 7.63%+141.3pp |
| Employer contribution / active EE | $5,697 | $1,832+211.0% | $2,485+129.2% | $2,381+139.3% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,237 | $4,667-30.6% | $6,675-51.5% | $4,888-33.8% |