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 | $77,137 | $43,327+78.0% | $59,878+28.8% | $64,186+20.2% |
| Participation rate | 98.2% | 69.2%+29.1pp | 74.7%+23.5pp | 69.6%+28.7pp |
| Annual return | -5.82% | -1.55%-4.3pp | 3.46%-9.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $11,231 | $2,028+453.7% | $2,722+312.7% | $2,381+371.7% |
| Participant deferral / active EE | $7,597 | $2,546+198.4% | $3,402+123.3% | $3,470+119.0% |
| Admin fee / account holder | $1,443 | $3,005-52.0% | $3,590-59.8% | $4,888-70.5% |