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 | $130,221 | $71,883+81.2% | $86,677+50.2% | $68,494+90.1% |
| Participation rate | 79.1% | 72.2%+6.8pp | 76.6%+2.5pp | 67.9%+11.2pp |
| Annual return | 3.30% | 3.52%-0.2pp | 35.91%-32.6pp | -7.84%+11.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,837 | $3,779+1.5% | $4,656-17.6% | $4,027-4.7% |
| Admin fee / account holder | $6,534 | $6,112+6.9% | $7,493-12.8% | $5,403+20.9% |