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 | $92,284 | $85,766+7.6% | $136,294-32.3% | $70,131+31.6% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 15.30% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,369 | $2,966-53.9% | $4,695-70.8% | $2,342-41.6% |
| Participant deferral / active EE | $2,750 | $5,051-45.6% | $6,247-56.0% | $3,332-17.4% |
| Admin fee / account holder | $18,620 | $5,420+243.5% | $9,243+101.4% | $4,645+300.8% |