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 | $73,984 | $42,383+74.6% | $76,523-3.3% | $64,186+15.3% |
| Participation rate | 88.5% | 58.1%+30.3pp | 68.0%+20.5pp | 69.6%+18.9pp |
| Annual return | -7.04% | -16.54%+9.5pp | -0.27%-6.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,525 | $1,563+125.5% | $2,647+33.1% | $2,381+48.0% |
| Participant deferral / active EE | $8,193 | $2,566+219.2% | $3,835+113.6% | $3,470+136.1% |
| Admin fee / account holder | $5,398 | $3,198+68.8% | $4,848+11.3% | $4,888+10.4% |