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 | $83,451 | $54,726+52.5% | $68,793+21.3% | $64,186+30.0% |
| Participation rate | 86.0% | 68.0%+18.0pp | 72.2%+13.8pp | 69.6%+16.5pp |
| Annual return | -6.71% | -1.62%-5.1pp | -4.63%-2.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,056 | $1,846-42.8% | $2,625-59.8% | $2,381-55.7% |
| Participant deferral / active EE | $4,232 | $2,626+61.2% | $3,311+27.8% | $3,470+22.0% |
| Admin fee / account holder | $8,512 | $4,027+111.4% | $5,131+65.9% | $4,888+74.1% |