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 | $46,798 | $45,863+2.0% | $77,024-39.2% | $68,494-31.7% |
| Participation rate | 80.0% | 55.9%+24.1pp | 67.9%+12.1pp | 67.9%+12.1pp |
| Annual return | 3.32% | 1.72%+1.6pp | 42.32%-39.0pp | -7.84%+11.2pp |
| Employer contribution / active EE | $3,659 | $1,650+121.8% | $2,812+30.1% | $2,596+40.9% |
| Participant deferral / active EE | $6,852 | $2,962+131.3% | $4,426+54.8% | $4,027+70.1% |
| Admin fee / account holder | $2,713 | $3,041-10.8% | $5,425-50.0% | $5,403-49.8% |