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 6-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 | $140,897 | $115,882+21.6% | $100,516+40.2% | $158,922-11.3% |
| Participation rate | 81.8% | 81.6%+0.2pp | 79.4%+2.4pp | 82.0%-0.1pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,334 | $4,103-43.1% | $3,418-31.7% | $4,761-51.0% |
| Participant deferral / active EE | $5,050 | $6,674-24.3% | $6,270-19.5% | $5,982-15.6% |
| Admin fee / account holder | $650 | $10,995-94.1% | $8,081-92.0% | $11,246-94.2% |