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 | $86,724 | $72,177+20.2% | $115,037-24.6% | $59,632+45.4% |
| Participation rate | 90.3% | 72.6%+17.7pp | 81.4%+8.9pp | 68.7%+21.6pp |
| Annual return | 0.89% | 12.02%-11.1pp | 26.14%-25.3pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $2,861 | $2,841+0.7% | $4,608-37.9% | $2,203+29.9% |
| Participant deferral / active EE | $7,614 | $4,783+59.2% | $6,026+26.3% | $3,192+138.6% |
| Admin fee / account holder | $978 | $4,927-80.2% | $8,175-88.0% | $4,297-77.2% |