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 | $83,973 | $95,193-11.8% | $76,523+9.7% | $135,375-38.0% |
| Participation rate | 90.9% | 74.4%+16.5pp | 68.0%+22.9pp | 82.6%+8.3pp |
| Annual return | 1.39% | 4.85%-3.5pp | -0.27%+1.7pp | 519.73%-518.3pp |
| Employer contribution / active EE | $4,731 | $3,302+43.2% | $2,647+78.7% | $4,779-1.0% |
| Participant deferral / active EE | $3,163 | $4,639-31.8% | $3,835-17.5% | $5,609-43.6% |
| Admin fee / account holder | $1,000 | $6,249-84.0% | $4,848-79.4% | $10,827-90.8% |