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 | $128,569 | $89,355+43.9% | $141,162-8.9% | $72,985+76.2% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 101.88% | 111.85%-10.0pp | 71.39%+30.5pp | 81.00%+20.9pp |
| Employer contribution / active EE | $6,514 | $3,114+109.1% | $4,735+37.6% | $2,440+167.0% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,465 | $5,958-58.6% | $10,261-76.0% | $5,124-51.9% |