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 | $114,974 | $77,813+47.8% | $123,544-6.9% | $64,186+79.1% |
| Participation rate | 85.0% | 74.7%+10.3pp | 82.3%+2.7pp | 69.6%+15.4pp |
| Annual return | 0.56% | 12.48%-11.9pp | 119.20%-118.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $4,130 | $3,014+37.0% | $4,628-10.7% | $2,381+73.5% |
| Participant deferral / active EE | $16,375 | $5,240+212.5% | $6,426+154.8% | $3,470+372.0% |
| Admin fee / account holder | $575 | $5,519-89.6% | $9,284-93.8% | $4,888-88.2% |