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 | $49,881 | $94,529-47.2% | $140,016-64.4% | $64,186-22.3% |
| Participation rate | 92.2% | 84.1%+8.1pp | 87.5%+4.7pp | 69.6%+22.6pp |
| Annual return | 0.50% | 7.77%-7.3pp | 651.12%-650.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $5,858 | $3,812+53.7% | $5,606+4.5% | $2,381+146.0% |
| Participant deferral / active EE | $10,826 | $5,250+106.2% | $6,927+56.3% | $3,470+212.0% |
| Admin fee / account holder | $5,211 | $6,741-22.7% | $10,705-51.3% | $4,888+6.6% |