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 | $79,874 | $43,550+83.4% | $63,517+25.8% | $52,331+52.6% |
| Participation rate | 73.8% | 65.7%+8.1pp | 71.0%+2.8pp | 68.1%+5.7pp |
| Annual return | 2.76% | 2.03%+0.7pp | -70.30%+73.1pp | 4.54%-1.8pp |
| Employer contribution / active EE | $2,235 | $1,351+65.4% | $2,322-3.7% | $1,882+18.8% |
| Participant deferral / active EE | $5,037 | $2,254+123.5% | $2,953+70.6% | $3,022+66.7% |
| Admin fee / account holder | $4,414 | $387+1040.8% | $5,892-25.1% | $592+646.1% |