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 8-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 | $89,417 | $71,883+24.4% | $86,677+3.2% | $68,494+30.5% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -13.15% | 3.52%-16.7pp | 35.91%-49.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $5,309 | $2,173+144.3% | $2,836+87.2% | $2,596+104.5% |
| Participant deferral / active EE | $13,682 | $3,779+262.1% | $4,656+193.9% | $4,027+239.8% |
| Admin fee / account holder | $2,574 | $6,112-57.9% | $7,493-65.6% | $5,403-52.4% |