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 | $68,155 | $72,177-5.6% | $115,037-40.8% | $59,632+14.3% |
| Participation rate | 74.0% | 72.6%+1.4pp | 81.4%-7.4pp | 68.7%+5.3pp |
| Annual return | 0.78% | 12.02%-11.2pp | 26.14%-25.4pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $3,278 | $2,841+15.4% | $4,608-28.9% | $2,203+48.8% |
| Participant deferral / active EE | $10,538 | $4,783+120.3% | $6,026+74.9% | $3,192+230.2% |
| Admin fee / account holder | $11,480 | $4,927+133.0% | $8,175+40.4% | $4,297+167.2% |