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 3-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 | $108,282 | $85,766+26.3% | $136,294-20.6% | $70,131+54.4% |
| Participation rate | 90.4% | 74.2%+16.2pp | 81.9%+8.4pp | 69.5%+20.8pp |
| Annual return | 27.08% | 31.45%-4.4pp | 5155.94%-5128.9pp | 73.14%-46.1pp |
| Employer contribution / active EE | $3,012 | $2,966+1.6% | $4,695-35.9% | $2,342+28.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,213 | $5,420-77.6% | $9,243-86.9% | $4,645-73.9% |