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 | $36,635 | $71,883-49.0% | $86,677-57.7% | $68,494-46.5% |
| Participation rate | 75.8% | 72.2%+3.5pp | 76.6%-0.8pp | 67.9%+7.9pp |
| Annual return | -18.32% | 3.52%-21.8pp | 35.91%-54.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,680 | $2,173+69.4% | $2,836+29.7% | $2,596+41.7% |
| Participant deferral / active EE | $6,766 | $3,779+79.1% | $4,656+45.3% | $4,027+68.0% |
| Admin fee / account holder | $6,749 | $6,112+10.4% | $7,493-9.9% | $5,403+24.9% |