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 | $53,422 | $59,107-9.6% | $86,436-38.2% | $68,494-22.0% |
| Participation rate | 78.9% | 75.2%+3.7pp | 80.3%-1.4pp | 67.9%+11.1pp |
| Annual return | 24.66% | -0.23%+24.9pp | 4394.89%-4370.2pp | -7.84%+32.5pp |
| Employer contribution / active EE | $5,803 | $2,519+130.4% | $3,769+54.0% | $2,596+123.5% |
| Participant deferral / active EE | $9,069 | $5,901+53.7% | $6,952+30.5% | $4,027+125.2% |
| Admin fee / account holder | $2,314 | $5,637-58.9% | $6,731-65.6% | $5,403-57.2% |