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 | $128,697 | $61,660+108.7% | $80,019+60.8% | $64,186+100.5% |
| Participation rate | 78.1% | 71.7%+6.4pp | 75.8%+2.3pp | 69.6%+8.6pp |
| Annual return | -6.29% | -0.33%-6.0pp | 11.22%-17.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,142 | $1,810+73.5% | $2,468+27.3% | $2,381+32.0% |
| Participant deferral / active EE | $7,016 | $2,968+136.4% | $3,686+90.4% | $3,470+102.2% |
| Admin fee / account holder | $5,803 | $5,417+7.1% | $6,521-11.0% | $4,888+18.7% |