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 | $110,302 | $77,634+42.1% | $156,549-29.5% | $62,891+75.4% |
| Participation rate | 97.8% | 71.2%+26.6pp | 84.0%+13.8pp | 69.3%+28.5pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $5,262 | $3,444+52.8% | $5,501-4.3% | $2,281+130.7% |
| Participant deferral / active EE | $3,169 | $3,045+4.1% | $4,871-34.9% | $3,203-1.0% |
| Admin fee / account holder | $936 | $5,561-83.2% | $13,027-92.8% | $4,296-78.2% |