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 | $178,288 | $58,577+204.4% | $83,333+113.9% | $64,186+177.8% |
| Participation rate | 82.2% | 72.0%+10.2pp | 77.8%+4.4pp | 69.6%+12.6pp |
| Annual return | -6.30% | 9.65%-15.9pp | 10.63%-16.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,542 | $2,098+164.1% | $3,379+64.0% | $2,381+132.8% |
| Participant deferral / active EE | $8,253 | $4,654+77.3% | $5,565+48.3% | $3,470+137.9% |
| Admin fee / account holder | $2,275 | $9,275-75.5% | $7,510-69.7% | $4,888-53.5% |