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 | $158,529 | $71,883+120.5% | $86,677+82.9% | $68,494+131.4% |
| Participation rate | 75.5% | 72.2%+3.3pp | 76.6%-1.1pp | 67.9%+7.6pp |
| Annual return | -14.43% | 3.52%-18.0pp | 35.91%-50.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,347 | $2,173+54.0% | $2,836+18.0% | $2,596+28.9% |
| Participant deferral / active EE | $6,425 | $3,779+70.0% | $4,656+38.0% | $4,027+59.5% |
| Admin fee / account holder | $6,763 | $6,112+10.6% | $7,493-9.8% | $5,403+25.2% |