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 | $48,114 | $77,813-38.2% | $123,544-61.1% | $64,186-25.0% |
| Participation rate | 91.9% | 74.7%+17.2pp | 82.3%+9.6pp | 69.6%+22.3pp |
| Annual return | -2.80% | 12.48%-15.3pp | 119.20%-122.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $4,152 | $3,014+37.8% | $4,628-10.3% | $2,381+74.4% |
| Participant deferral / active EE | $6,632 | $5,240+26.6% | $6,426+3.2% | $3,470+91.1% |
| Admin fee / account holder | $627 | $5,519-88.6% | $9,284-93.2% | $4,888-87.2% |