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 | $51,180 | $58,577-12.6% | $83,333-38.6% | $64,186-20.3% |
| Participation rate | 90.7% | 72.0%+18.7pp | 77.8%+13.0pp | 69.6%+21.2pp |
| Annual return | -3.82% | 9.65%-13.5pp | 10.63%-14.5pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,210 | $2,098+53.0% | $3,379-5.0% | $2,381+34.8% |
| Participant deferral / active EE | $6,459 | $4,654+38.8% | $5,565+16.1% | $3,470+86.2% |
| Admin fee / account holder | $3,695 | $9,275-60.2% | $7,510-50.8% | $4,888-24.4% |