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 | $120,394 | $69,518+73.2% | $59,878+101.1% | $135,375-11.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $5,351 | $3,235+65.4% | $2,722+96.6% | $4,779+12.0% |
| Participant deferral / active EE | $9,369 | $4,206+122.8% | $3,402+175.4% | $5,609+67.0% |
| Admin fee / account holder | $37,567 | $5,734+555.1% | $3,590+946.3% | $10,827+247.0% |