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 | $80,343 | $78,705+2.1% | $117,854-31.8% | $70,131+14.6% |
| Participation rate | 91.2% | 73.2%+18.0pp | 79.7%+11.6pp | 69.5%+21.7pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.08%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,585 | $2,223-28.7% | $3,786-58.1% | $2,342-32.3% |
| Participant deferral / active EE | $5,831 | $3,297+76.8% | $4,482+30.1% | $3,332+75.0% |
| Admin fee / account holder | $2,845 | $5,065-43.8% | $8,020-64.5% | $4,645-38.8% |