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 | $103,436 | $65,435+58.1% | $86,677+19.3% | $66,914+54.6% |
| Participation rate | 97.3% | 75.5%+21.8pp | 76.6%+20.7pp | 69.8%+27.5pp |
| Annual return | 9.00% | -10.89%+19.9pp | 35.91%-26.9pp | 1.58%+7.4pp |
| Employer contribution / active EE | $4,517 | $2,153+109.8% | $2,836+59.3% | $2,544+77.5% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $2,499 | $642+289.5% | $7,493-66.7% | $593+321.2% |