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 | $115,520 | $54,541+111.8% | $78,778+46.6% | $70,131+64.7% |
| Participation rate | 72.3% | 60.8%+11.5pp | 69.2%+3.1pp | 69.5%+2.8pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,200 | $1,089+102.1% | $1,986+10.8% | $2,342-6.1% |
| Participant deferral / active EE | $5,426 | $2,210+145.5% | $2,958+83.4% | $3,332+62.9% |
| Admin fee / account holder | $3,631 | $3,709-2.1% | $5,134-29.3% | $4,645-21.8% |