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 | $69,217 | $75,828-8.7% | $147,614-53.1% | $59,632+16.1% |
| Participation rate | 92.3% | 71.6%+20.7pp | 84.6%+7.7pp | 68.7%+23.6pp |
| Annual return | -0.37% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,106 | $3,485-68.3% | $5,564-80.1% | $2,203-49.8% |
| Participant deferral / active EE | $3,874 | $3,130+23.8% | $4,895-20.9% | $3,192+21.4% |
| Admin fee / account holder | $1,366 | $5,985-77.2% | $11,611-88.2% | $4,297-68.2% |